WTO Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$79,436,412
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
78
18% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
78
Very HighAverage account size
$1,018,416
About
WTO Advisors provides discretionary and non-discretionary portfolio management to individual and high‑net‑worth clients, creating individualized investment policy statements, selecting asset allocations, and monitoring portfolios on an ongoing basis. The firm also offers subscription services, including a no‑cost newsletter that provides specific recommendations on purchasing and selling securities, sectors, or asset classes.
The firm’s investment process is grounded in Modern Portfolio Theory and a long‑term trading approach, with portfolios generally composed of mutual funds, fixed‑income securities, real estate funds (including REITs), ETFs (including precious‑metal ETFs), and non‑U.S. securities. WTO tailors allocations and documents risk tolerance in each client’s IPS, seeking fair allocation of opportunities across client accounts and conducting at least quarterly reviews.
A distinctive feature is the fee‑free newsletter that issues timed buy/sell recommendations, an offering uncommon among peers. WTO requires clients to custody assets with National Advisors Trust Company and discloses that it may receive research or services from custodians (soft‑dollar benefits); the firm manages roughly $84.6 million across about 78 client accounts, a scale that informs its operational practices.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Real estate investing
Fee options
$2,500 annual flat fee if account minimum not met, negotiable
$100,000 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $8,000,000: 0.80% $8,000,001 - $10,000,000: 0.70% $10,000,001 - $15,000,000: 0.60% $15,000,001+: 0.50%
$400 per hour
Account minimum: $100,000 Minimum fee: $2,500 annual flat fee if account value does not meet the $100,000 minimum, billed quarterly in arrears, negotiable Fee-only: Asset-based fees, flat fees and hourly fees; no commissions accepted
Main office location
WTO Advisors, LLC
2952 Via Esperanza
Edmond OK 73013, United States
Number of offices
1
Most active in
WTO Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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