O
$371.5M Total AUM
$274.5M Disc. AUM
31.0% 3Y CAGR
4 Employees
404 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Empower ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Bridge bridgeZenith pathway +more
- Established Date
- 06-28-2021
- Office Locations
- 1
Office Locations
2431 East 61st Street Suite 175 Tulsa OK
About Olistico Wealth, LLC
Olistico Wealth is a Tulsa-based RIA founded in 2021 by industry veteran Tony Jezek to provide holistic wealth management and investment guidance for business owners, entrepreneurs, families, and high-net-worth individuals. The firm offers family wealth services and retirement plan consulting, with planning that emphasizes tax and charitable strategies. Portfolios commonly use public funds and ETFs alongside fixed income; custody includes Pershing.
Team overview
31 AVG AGE
$92.9M AVG AUM / ADVISOR
$919.6K AVG AUM / CLIENT
4.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Insight Glacier zenith Vertex quantum North momentum Frontier Momentum signal Optima
Client Personas
Crest unison Zenith fusion
Custodian
Pathway Atlas bridge Zenith Peak atlas Horizon Crest atlas
Investment Themes
Glacier Oak Matrix Summit
Investment Vehicles
Summit glacier
Platform
Vital Beacon
Services
Summit foundation Ember north Meridian insight Radial bridge Meridian atlas Vertex Vertex Wave atlas Momentum oak Vertex quantum Timber quantum Frontier
Technology
Quantum Matrix insight Fusion wave Crest vertex Focus
Owner & Executives
A
ANTHONY SCOTT JEZEK
Chief Executive Officer, Founder, FOUNDING PARTNER, Managing Partner
- CRD
- #1425736
- Ownership
- 75% or more
(457) 653-7862
value.atlas@crestcapital.com
in linkedin.com/in/alpha-beacon
W
William Henry Jezek
Chief Compliance Officer
- CRD
- #6945390
- Ownership
- Less than 5%
(802) 338-5049
ridge.summit@insightcapital.com
in linkedin.com/in/harbor-glacier
Showing 2 of 2 owners & executives
Unlock allContacts
Justin Richard McCormick
Wealth Manager
- CRD
- #7359847
(691) 491-5373
crest.optima@crestcapital.com
in linkedin.com/in/insight-capital
COOPER THOMAS WILLIAMSON
Wealth Manager
- CRD
- #7648973
(766) 940-3623
oak.zenith@insightcapital.com
in linkedin.com/in/atlas-vector
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,457,335 | $701,937 |
| Non-Discretionary | $97,051,995 | $6,932,285 |
| Total | $371,509,330 | $917,307 |
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Separately Managed Accounts
Total SMA Asset: $371,509,330
Public Funds:
4.7% Equity - Exchange:
22.8% Cash:
15.3% U.S. Government/Agency:
3.9% Corporate - Investment Grade:
13.1% Corporate - Non-Investment Grade:
15.6% Municipal Bonds:
9.9% Private Funds:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $189,148,541 | 4.7% |
| Equity - Exchange | $917,571,646 | 22.8% |
| Cash | $615,738,867 | 15.3% |
| U.S. Government/Agency | $156,953,045 | 3.9% |
| Corporate - Investment Grade | $527,201,253 | 13.1% |
| Corporate - Non-Investment Grade | $627,812,179 | 15.6% |
| Municipal Bonds | $398,419,267 | 9.9% |
| Private Funds | $591,592,244 | 14.7% |
| Total | $4,024,437,042 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK ALPHA | PRIME QUANTUM | 4TYBSEAPW | IFDQU | 6.88% | $18,061,006 |
| MOMENTUM VECTOR | MOMENTUM FRONTIER | 0WJIB0ISA | XPQRW | 3.02% | $65,709,206 |
| DELTA FOUNDATION | VERTEX OPTIMA | Q8T072KW2 | MERT | 4.07% | $109,414,830 |
| PIONEER LEGACY | ALPHA SUMMIT | NZLPARQXH | JDHQ | 8.91% | $24,923,315 |
| QUANTUM FOUNDATION INSIGHT | LEGACY FOUNDATION | FZAGSHKWP | UUYF | 8.87% | $49,375,165 |
| BEACON CAPITAL | PATHWAY MOMENTUM | G114YDPCL | RHMTB | 3.01% | $105,387,412 |
| ZENITH HARBOR | INSIGHT ATLAS | 97NCRGZTF | VXEVE | 2.87% | $16,952,730 |
| LEGACY HARBOR SUMMIT | OPTIMA ELEMENT | NA3LQ4S34 | TDT | 7.93% | $26,735,995 |