FLATLANDS WEALTH LLC

FLATLANDS WEALTH LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 338529). Regulatory assets under management: $2.5M.

Registration

• CRD: 338529
• Type: Registered investment adviser
• Location: 3030 NW EXPRESSWAY, OKLAHOMA CITY, OK, 73112
• Phone: 405-480-0513
• Latest filing: 2026-01-20
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.5M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338529 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search