$18.2M Total AUM
$18.2M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
11 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
3209 S. Broadway Ste. 231 Edmond OK
About Esoteric Wealth Partners LLC
Esoteric Wealth Partners (Edmond, OK) provides unbiased, fee-based financial planning and portfolio management, with retirement, education, estate/trust, legacy, long-term care, and risk management planning as core services. Portfolios are built primarily with ETFs and public funds. The firm uses technology-enabled risk profiling, including a client-facing “Risk Number” assessment (Nitrogen/Riskalyze).
Team overview
-- AVG AGE
$18.2M AVG AUM / ADVISOR
$371.6K AVG AUM / CLIENT
11 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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CRM
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
MATTHEW THOMAS PALUMBO
Chief Compliance Officer, Managing Member
- CRD
- #5069134
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,207,527 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,207,527 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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