Olistico Wealth

Olistico Wealth

Financial Services, 2431 E 61st St, Tulsa, Oklahoma, 74136, United States, 1-10 Employees

olisticowealth.com

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phone no Phone Number: 91********

Who is OLISTICO WEALTH

Olistico Wealth is a private, independent wealth advisory firm for ultra-high net worth families in the Midwest. By developing relationships with affluent families, and individuals, often...

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  • 2431 E 61st St, Tulsa, Oklahoma, 74136, United States Headquarters: 2431 E 61st St, Tulsa, Oklahoma, 74136, United States
  • 2021 Date Founded: 2021
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

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Olistico Wealth Org Chart and Mapping

Employees

Tony Jezek

Founder and Senior Wealth Manager

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Frequently Asked Questions Regarding Olistico Wealth

Answer: Olistico Wealth's headquarters are located at 2431 E 61st St, Tulsa, Oklahoma, 74136, United States

Answer: Olistico Wealth's phone number is 91********

Answer: Olistico Wealth's official website is https://olisticowealth.com

Answer: Olistico Wealth's revenue is Under $1 Million

Answer: Olistico Wealth has 1-10 employees

Answer: Olistico Wealth is in Financial Services

Answer: Olistico Wealth contact info: Phone number: 91******** Website: https://olisticowealth.com

Answer: Olistico Wealth is a private, independent wealth advisory firm for ultra-high net worth families in the Midwest. By developing relationships with affluent families, and individuals, often multi-generational, we strive to provide exceptional service and solutions for unique and complex financial circumstances. Our team's three decades of experience working with clients distinguish us from other firms, and we have built our company on honesty, integrity, trust, and innovation. Communication is vital to discover a client's financial needs and work with them to create a clear path to achieve their goals using specialized investment solutions and collaborating with our trusted network of experts. Let's discuss how Olistico Wealth can help guide your financial journey.

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