Saletha Margaret Fuller
Advisor at Wealth Oklahoma — Tulsa, OK
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
30 years
Location
Tulsa, OK 74104-6516
Wealth Oklahoma
Supported
Total advisors
4Clients per advisor
42 TypicalAvg AUM per client
$1,604,824 HighHNW client ratio
17% LowSaletha Fuller is a CFP®-certified financial advisor with 30 years of industry experience. She is currently with Wealth Oklahoma and has previously worked at Raymond James Financial Services, Bruns Fuller Financial, Investacorp Advisory Services, and UBS Financial Services. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities, managing approximately $356 million in assets. The firm employs a fundamental securities analysis approach across six actively managed strategies and offers services exclusively through discretionary wrap-fee programs administered with Raymond James.
$100,000 - $1 million: 1.00% annually $1 million - $5 million: 0.75% annually $5 million - $10 million: 0.65% annually $10 million+: 0.60% annually
Account minimum: $100,000
Tulsa, OK
2021 S. Lewis Ave., Suite 301
Tulsa OK 74104-6516
Advisors at this office
4
Oklahoma
30 years of industry experience
Wealth Oklahoma
2025 - Present • 1 year
Tulsa, OK
Wealth Oklahoma
2025 - Present • 1 year
Tulsa, OK
Raymond James Financial Services, Inc.
2017 - Present • 9 years
Tulsa, OK
Raymond James Financial Services Advisors Inc.
2017 - 2024 • 7 years
Tulsa, OK
Bruns Fuller Financial
2014 - 2026 • 12 years
Tulsa, OK
DCH Financial Services, Inc
2014 - 2024 • 10 years
Tulsa, OK
Investacorp Advisory Services
2011 - 2017 • 6 years
Miami, FL
Investacorp Inc
2011 - 2017 • 6 years
Miami, FL
UBS Financial Services
1993 - 2002 • 9 years
Tulsa, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)