Olistico Wealth, LLC

Updated today

Find your advisor

Client assets under management

$258,661,428

Clients

386

53% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$670,107

About

Olistico Wealth, LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, charitable organizations, corporations and retirement plan clients. The firm manages approximately $371.5 million in client assets and administers portfolios through a sponsored wrap fee program, while also offering estate planning support and access to private fund investments for suitable (typically accredited) investors.

Olistico builds individualized investment policy statements and constructs diversified portfolios using bonds, equities, ETFs, mutual funds and alternative investments, employing analytical approaches that include fundamental, quantitative, technical and modern portfolio theory. The firm uses both long- and short‑term trading strategies and may employ options trading, short sales and margin transactions, and it integrates private fund commitments, capital calls, distributions and consolidated performance reporting into client accounts.

Distinctive operational features include an explicit emphasis on private placements—conducting ongoing manager due diligence and discretionary handling of private fund cash flows—and the firm’s documented use of derivatives and borrowing within managed accounts, practices that are less common among peer team firms. A representative of the firm is also an independent licensed insurance agent who may offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities

Fee options

Fixed

Estate planning fees: $500 to $5,000; Standalone financial planning fees: $1,500 to $10,000.

Percentage

up to 2.5% annually

Other

Account minimum: $1,000,000

Main office location

Olistico Wealth, LLC

2431 East 61 St Street, Suite 175

Tulsa OK 74136, United States

Number of offices

Most active in

Oklahoma · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 918-863-2005

Advisors at this firm

Justin M

Series 66

Tulsa, OK

Olistico Wealth, LLC

Justin Mc Cormick is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 66 designation with four years of industry experience. He has worked at Olistico Wealth since 2021 and previously spent time at UBS Financial Services and Southern Hills Country Club. Olistico Wealth, LLC provides wealth management, portfolio management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm constructs diversified portfolios using a variety of investment types and analysis methods, managing accounts on both discretionary and non-discretionary bases while employing advanced trading strategies including options and margin transactions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities

William J

Series 66

Tulsa, OK

Olistico Wealth, LLC

William Jezek is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 66 designation with six years of industry experience. His work history includes roles at UBS Financial Services Inc. and a position at Texas Christian University. Olistico Wealth, LLC offers wealth management, portfolio management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm constructs diversified portfolios using a variety of investment vehicles and multiple analysis methods, and it discloses the use of derivatives, margin, and options trading strategies in managed accounts.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities

Cooper W

Series 65

Tulsa, OK

Olistico Wealth, LLC

Cooper Williamson is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 65 designation with three years of industry experience. Prior to joining Olistico Wealth, he worked briefly at Oklahoma Surgical Hospital and the Johns Hopkins Center for Talented Youth. Olistico Wealth, LLC provides wealth management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm employs diversified investment strategies and various analytical methods to tailor portfolios to clients’ specific goals and circumstances.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities

Anthony J

Series 63, Series 65

Tulsa, OK

Olistico Wealth, LLC

Anthony Jezek is a financial advisor at Olistico Wealth, LLC in Tulsa, Oklahoma, with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 20 years before joining Olistico Wealth in 2021. Olistico Wealth provides wealth management, portfolio management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm constructs diversified portfolios using a variety of investment vehicles and employs multiple analysis and trading methods, including options strategies and margin transactions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support