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SCISSORTAIL WEALTH MANAGEMENT, LLC

TULSA, OK · CRD 297761 · IAPD ↗ · scissortailwealth.com · (918) 956-0500

$568.2MRegulatory AUM
8Advisory reps
13Employees
0Clients
51-100Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — SCISSORTAIL WEALTH MANAGEMENT, LLC notice-filed in AZ, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — SCISSORTAIL WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($488.5M -> $587.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — SCISSORTAIL WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($408.7M -> $530.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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