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WEALTH OKLAHOMA

TULSA, OK · CRD 132962 · IAPD ↗ · wealthoklahoma.com · 918-745-6060

$356.3MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — WEALTH OKLAHOMA grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
June 2025 — WEALTH OKLAHOMA changed its website from stolperassetmanagement.com to wealthoklahoma.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
February 2025 — STOLPER ASSET MANAGEMENT is now doing business as WEALTH OKLAHOMA.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.