Scissortail Wealth Management, LLC

Overview

Scissortail Wealth Management, LLC is an SEC registered investment adviser based in Tulsa, OK, registered since 2018. It reports $568M in assets under management across 2,566 accounts, with 13 employees. It has 8 investment adviser representatives.

Reported AUM

$568M

Discretionary

93%

Accounts

2,566

Average account

$221K

Employees

13

Advisory reps

8

Registered since

2018

Jurisdictions

12

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Richard L Howard Jr Founder, Senior Partner, Managing Member CRD 4006791
• Todd Charles Welsh Founder, Senior Partner, Managing Member CRD 3214419
• Christine Marie Heroux Chief Compliance Officer CRD 6124348

Advisory reps 3 of 8

• Lisa Nicole Allem Investment Adviser Rep CRD 8236945
• Scott Robert Allen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6630097
• Christopher Langlon Bogie Investment Adviser Rep CRD 8167159

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1203 E 33rd St Ste 100
Tulsa, OK 74105

County

Tulsa

Metro area

Tulsa, OK

Region

South

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: scissortailwealth.com

Every state, with registration dates

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