What departments does Tulsa Wealth Advisors have?

Tulsa Wealth Advisors has employees across 3 departments including Finance, Business Development, Consultant.

What is the largest department at Tulsa Wealth Advisors?

The largest department at Tulsa Wealth Advisors is Finance with 3 employees.

Where are Tulsa Wealth Advisors employees located globally?

Tulsa Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Tulsa Wealth Advisors's team size changed over time?

Tulsa Wealth Advisors's team has decreased from approximately 10 to 6 employees based on available data.

Tulsa Wealth Advisors Employee Directory

Financial ServicesOklahoma, United States2-10 Employees

Tulsa Wealth Advisors offers personalized financial guidance designed to help clients pursue their life and financial objectives. The team emphasizes identifying risks and obstacles that could compromise quality of life or long-term plans, integrating a broad, strategic view with careful attention to detail. By tailoring strategies to each client, the firm develops and implements plans aligned with individual goals and the aim of building a lasting legacy.

As an independent advisory practice, securities are offered through Raymond James Financial Services, Inc. The firm is based in Tulsa, Oklahoma, and operates with a small professional team within the financial services landscape.

Tulsa Wealth Advisors Global Highlights

North America
8

United States Of America
8

Tulsa Wealth Advisors's Leadership

A. S.
Chief Investment Officer
Mobile Phone
Email
J. R.
Vp Of Business Development & Marketing
Mobile Phone
Email
K. V. D.
Co-Branch Manager At Tulsa Wealth Advisors
Mobile Phone
Email
C. B.
Executive Assistant
Mobile Phone
Email
D. M.
Investment Management Consultant
Mobile Phone
Email
A. S.
Financial Advisor
Mobile Phone
Email
J. S.
Certified Financial Plannerâ
Mobile Phone
Email

Tulsa Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other
Consultant

Contact profiles from Tulsa Wealth Advisors

Name

Title

Contact Info

Location

Last Update

A. S.
Chief Investment Officer
Mobile Phone
Email
United StatesOklahoma
Sep 08, 2025
J. R.
Vp Of Business Development & Marketing
Mobile Phone
Email
United StatesOklahoma
Feb 17, 2026
K. V. D.
Co-Branch Manager At Tulsa Wealth Advisors
Mobile Phone
Email
United StatesOklahoma
Oct 17, 2025
C. B.
Executive Assistant
Mobile Phone
Email
United StatesOklahoma
May 28, 2026
D. M.
Investment Management Consultant
Mobile Phone
Email
United StatesOklahoma
Dec 04, 2025
A. S.
Financial Advisor
Mobile Phone
Email
Oct 18, 2024
J. S.
Certified Financial Plannerâ
Mobile Phone
Email
United StatesOklahoma
Oct 17, 2024

Frequently Asked Questions

What is Tulsa Wealth Advisors known for?

Tulsa Wealth Advisors operates in the Financial Services industry. The company's main headquarters is located in 1375 East 71st Street Tulsa, Oklahoma 74136 United States. Explore Tulsa Wealth Advisors's company overview page for more information.

What is Tulsa Wealth Advisors's most common email format?

Tulsa Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tulsa Wealth Advisors email formats with LeadIQ.

How many employees does Tulsa Wealth Advisors have currently?

Tulsa Wealth Advisors has approximately 4 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Tulsa Wealth Advisors's key employees and leadership?

As of May 2026, Tulsa Wealth Advisors's key employees include:

Chief Investment Officer: A. S.
Vp Of Business Development & Marketing: J. R.
Co-Branch Manager At Tulsa Wealth Advisors: K. V. D.
Executive Assistant: C. B.
Investment Management Consultant: D. M.

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Tulsa Wealth Advisors Employee Directory

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