TAO PRIVATE WEALTH, LLC

TAO PRIVATE WEALTH, LLC of TULSA, OK is an SEC-registered investment adviser (CRD 340979).

Registration

• CRD: 340979
• SEC file number: 801-135847
• Type: Registered investment adviser
• Location: 1316 E. 35TH PLACE, SUITE 200, TULSA, OK, 74105
• Phone: (918) 986 7282
• Latest filing: 2026-03-24
• Clients: 2

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340979 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search