Cooper
Williamson
Olistico Wealth, LLC
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About this Advisor
Cooper Williamson is a financial advisor working out of Tulsa, Oklahoma who has 1 year of industry experience. Williamson is an advisor for Olistico Wealth, LLC. Throughout their career, Williamson has worked at Olistico Wealth, LLC, Olistico Wealth, Student, Oklahoma Surgical Hospital and Johns Hopkins Center For Talented Youth. Williamson has a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Oklahoma and Texas. Olistico Wealth, LLC is a company based in Tulsa, OK. It oversees $169 million in assets between its 250 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 250 accounts, 35% are held by high-net-worth investors who have more than $1 million in assets. The firm performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fees usually vary depending on the type of financial services. Fees charged by Olistico Wealth, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Olistico Wealth, LLC Brokerage Details
$169,157,421
4
250
$676,630
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Cooper Williamson Work History
Cooper has been registered as a financial advisor for 1 years.*
Olistico Wealth, LLC
Olistico Wealth
Oklahoma Surgical Hospital
Johns Hopkins Center For Talented Youth
Student
Oklahoma Surgical Hospital
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cooper Williamson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Olistico Wealth, LLC
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
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