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Fwc Wealth Advisors LLP (Tulsa)


Fwc Wealth Advisors LLP is a large advisory firm based in Tulsa. It manages $55.23 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Oklahoma and Texas.

Fwc Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fwc Wealth Advisors: assets under management

The assets under management (AUM) of Fwc Wealth Advisors LLP is $55.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $587.54 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fwc Wealth Advisors LLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Curtis Brian Wilson Owner 1 Jul 2005 75% - 100% 1517272

Based in Tulsa

The principal office where Fwc Wealth Advisors LLP performs its advisory services is located at 11733 South Sandusky Avenue, Tulsa, OK 74137, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-266-8844 or by fax 918-299-7979. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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