Tao Private Wealth, LLC: new SEC registration, $104M AUM, Tulsa, OK
Tao Private Wealth, LLC (Tulsa, Oklahoma): new SEC registration, $104M AUM, Tulsa, OK. Its amount of 104 is below the median of 134 (15th percentile). Dated 205 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 104 · 15th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 4 related OK NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Tao Private Wealth, LLC |
| Legal name | Tao Private Wealth, LLC |
| CRD | 340979 |
| Status | Approved |
| Registered with the SEC | 2026-04-13 |
| Latest Form ADV filing | 2026-08-25 |
| Location | Tulsa, OK, United States |
| Regulatory AUM | $104,182,000 |
| Accounts | 324 |
| Employees | 2 |
| Website | https://www.taoprivatewealth.com |
| amount percentile | 15th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (5 OK records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OK first): Bridgecreek Financial Group · Chappelwood Financial Services · L&S Private Wealth, LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Tao Private Wealth, LLC and 5 Oklahoma peers
- Oklahoma NewRiaPulse records like this one: 5
- Tao Private Wealth, LLC's amount: 15th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Oklahoma peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $104M under management.
- Website on file.
What is the NewRiaPulse record for Tao Private Wealth, LLC in Tulsa, Oklahoma?
Tao Private Wealth, LLC received SEC registration as an investment adviser (2026-04-13) with $104,182,000 in regulatory assets under management, based in Tulsa, OK.
How does Tao Private Wealth, LLC compare to other Oklahoma NewRiaPulse records?
Its amount of 104 is below the median (15th percentile); smaller records often move faster and face less competition. It is 205 days old; check the official source for later updates before acting.
Tao Private Wealth, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Tao Private Wealth, LLC | Tulsa, OK | 104 | 15th | 2026-04-13 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Oklahoma NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.