Coachwise Financial Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,177,311
Total clients
217
12% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
109
Average account size
$254,273
About
CoachWise Financial Solutions serves individual and high-net-worth clients with discretionary investment management and consultative services across three managed portfolio options. The firm oversees roughly $55 million in regulatory assets across several hundred accounts and aggregates related household accounts when determining billing tiers.
The firm employs a core-and-satellite investment approach with three discretionary strategies: an actively traded individual-securities portfolio, a tactical blend of core holdings and satellites, and a more passive, fund-based strategic portfolio. Research and implementation combine charting, technical and fundamental analysis, and the firm states an objective of seeking risk‑adjusted outperformance of the S&P 500 while avoiding derivatives and social‑responsibility screening.
CoachWise is a small, two-advisor RIA notable for an atypical adviser mix: one advisor maintains a licensed mental‑health counseling practice offering sessions outside market hours, and the other holds a Chartered Market Technician credential, reflecting an emphasis on behavioral and technical perspectives. The firm custodies client assets primarily through Schwab and participates in Schwab’s advisor program; it operates on an exclusively discretionary basis and does not vote client proxies.
Client services
Expertise
Fee options
Under $100,000 - $100,000: 1.75% annually $100,000 - $1,000,000: 1.50% annually $1,000,001 - $4,000,000: 1.25% annually $4,000,001 - $8,000,000: 1.00% annually $8,000,001+: 0.80% annually
Account minimum: $50,000
Main office location
Coachwise Financial Solutions, Inc.
7225 S. 85 Th E. Ave., Ste.100
Tulsa OK 74133-3135, United States
Number of offices
1
Most active in
Arkansas · Oklahoma
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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