Acquisition momentum Scissortail Wealth Management recently announced the acquisition of Duke Energy shares, indicating active growth activity and potential cross-sell opportunities to clients of the acquired assets or related institutional relationships.

RIA profile As a Registered Independent Advisor serving individuals, families, and institutions, Scissortail’s independent advisory status suggests openness to expanded product access, fiduciary services, and potential partnerships with custodians and third-party managers.

Tech stack Utilizes cloud and monitoring tools including AWS, S3, Dynatrace RUM, and Google Analytics, signaling readiness for data-driven advisory services, digital client onboarding, and scalable technology-enabled investment solutions.

Regional focus Based in Tulsa with national client potential, there may be opportunities to expand regional marketing, high-net-worth client services, and institutional offerings to align with growth trajectories in mid-market and wealth segments.

Revenue scale With estimated revenue in the 10–25 million range and a lean staff, there is potential to bundle scalable advisory solutions, managed accounts, or strategic technology partnerships to support efficient client acquisition and service delivery.