Wealth Oklahoma

Wealth Oklahoma provides discretionary portfolio management to a mix of individual and high-net-worth clients as well as trusts, estates, foundations and corporate entities. The firm delivers advisory services exclusively through asset-based wrap programs and publishes a quarterly newsletter that is distributed free to clients and prospects.

The firm’s investment process is centered on fundamental securities analysis and active management across six offered strategies, including value- and income-focused equity portfolios, strategic equity and income strategies that use ETFs and closed-end funds, and balanced allocations that combine equities with higher-grade fixed income. Accounts are managed on a discretionary basis with both long- and short-term trading possible; the firm may also recommend customized fixed-income investments on a brokerage basis and does not permit client-imposed investment restrictions.

Compared with many peer team firms, Wealth Oklahoma’s use of a sole wrap-fee delivery model under a sub-advisory arrangement with Raymond James and its ongoing client-facing periodical are notable. The firm also fields credentialed research and portfolio specialists and discloses that several advisors maintain concurrent roles as broker-dealer registered representatives and insurance agents, with formal policies and disclosures intended to address the resulting conflicts of interest.