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OLISTICO WEALTH, LLC

TULSA, OK · CRD 315028 · IAPD ↗ · olisticowealth.com · 918-863-2005

$371.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — OLISTICO WEALTH, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — OLISTICO WEALTH, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
68
March 2025 — OLISTICO WEALTH, LLC now reports custody of client assets ($63.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2025 — OLISTICO WEALTH, LLC reported RAUM up 61% ($201.8M -> $325.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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