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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Insight capital
- Established Date
- 07-07-2022
- Office Locations
- 1
Office Locations
About Greater Works Wealth
Greater Works Wealth is a Tulsa-based, fee-only advisory firm serving local employers with 401(k) plan design, participant education, and tax-efficient strategies for business owners, and helping individuals and couples build retirement income plans. The firm also supports NFL athletes and coaches on saving and financial habits, and primarily implements portfolios using ETFs (with custody available at Schwab). Featured in outlets including Yahoo Finance and Financial Planning.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Derrick E Alexander Jr
Chief Compliance Officer
- CRD
- #6813730
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,531,065,625 | 34.2% |
| Cash | $2,945,734,447 | 65.8% |
| Total | $4,476,800,072 | 100.0% |