Olistico Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$258,661,428
Clients
386
Advisors
4
of 4 employees
About
Olistico Wealth, LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, charitable organizations, corporations and retirement plan clients. The firm manages approximately $371.5 million in client assets and administers portfolios through a sponsored wrap fee program, while also offering estate planning support and access to private fund investments for suitable (typically accredited) investors.
Olistico builds individualized investment policy statements and constructs diversified portfolios using bonds, equities, ETFs, mutual funds and alternative investments, employing analytical approaches that include fundamental, quantitative, technical and modern portfolio theory. The firm uses both long- and short‑term trading strategies and may employ options trading, short sales and margin transactions, and it integrates private fund commitments, capital calls, distributions and consolidated performance reporting into client accounts.
Distinctive operational features include an explicit emphasis on private placements—conducting ongoing manager due diligence and discretionary handling of private fund cash flows—and the firm’s documented use of derivatives and borrowing within managed accounts, practices that are less common among peer team firms. A representative of the firm is also an independent licensed insurance agent who may offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest.
Client services
Expertise
Fee options
Estate planning fees: $500 to $5,000; Standalone financial planning fees: $1,500 to $10,000.
up to 2.5% annually
Account minimum: $1,000,000
Main office
2431 East 61st Street, Suite 175
Tulsa OK 74136
Advisors at this office
4
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Justin M
Series 66
Tulsa, OK
Olistico Wealth, LLC
Justin Mc Cormick is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 66 designation with four years of industry experience. He has worked at Olistico Wealth since 2021 and previously spent time at UBS Financial Services and Southern Hills Country Club. Olistico Wealth, LLC provides wealth management, portfolio management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm constructs diversified portfolios using a variety of investment types and analysis methods, managing accounts on both discretionary and non-discretionary bases while employing advanced trading strategies including options and margin transactions.
William J
Series 66
Tulsa, OK
Olistico Wealth, LLC
William Jezek is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at UBS Financial Services and Texas Christian University. Olistico Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plan clients. The firm builds individualized investment policy statements and constructs diversified portfolios using a range of investment strategies, including private placements and derivatives, supporting approximately $371.5 million in client assets.
Cooper W
Series 65
Tulsa, OK
Olistico Wealth, LLC
Cooper Williamson is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 65 credential with four years of industry experience. His background includes roles at Oklahoma Surgical Hospital and the Johns Hopkins Center for Talented Youth. Olistico Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm manages approximately $371.5 million in assets, employing diversified investment strategies that incorporate bonds, equities, ETFs, mutual funds, alternative investments, and private fund commitments.
Anthony J
Series 63, Series 65
Tulsa, OK
Olistico Wealth, LLC
Anthony Jezek is a financial advisor at Olistico Wealth, LLC in Tulsa, Oklahoma, with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 20 years before joining Olistico Wealth in 2021. Olistico Wealth provides wealth management, portfolio management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm constructs diversified portfolios using a variety of investment vehicles and employs multiple analysis and trading methods, including options strategies and margin transactions.
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