Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

SCISSORTAIL WEALTH MANAGEMENT, LLC

dba SCISSORTAIL WEALTH MANAGEMENT, LLC · CRD 297761 · Registered Investment Adviser

SCISSORTAIL WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in TULSA, OK. The firm reports $568,186,776 in regulatory assets under management across 2,566 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$528,538,732
Non-discretionary$39,648,044
Total RAUM$568,186,776
Accounts2,566

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 297761. adviserinfo.sec.gov/firm/summary/297761.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.