CRD: 297761
Scissortail Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-05-2018
- Office Locations
- 1
Office Locations
About Scissortail Wealth Management, LLC
Scissortail Wealth Management is a Tulsa-based RIA providing wealth management and holistic financial planning, working closely with clients on goal-based strategies across retirement, tax and estate planning, risk management, and insurance. Client focus includes business owners, entrepreneurs, and retirees. Portfolios are often implemented with ETFs and supported through Raymond James custody. Recognized in USA Today (2024, 2025) and Newsweek (2025) firm rankings.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RICHARD L. HOWARD JR.
FOUNDER, Managing Member, SENIOR PARTNER
- CRD
- #4006791
- Ownership
- 50% but less than 75%
TODD CHARLES WELSH
Founder, Managing Member, SENIOR PARTNER
- CRD
- #3214419
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
Unlock allContacts
Lisa Nicole Allem
--
- CRD
- #8236945
Scott Robert Allen
--
- CRD
- #6630097
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $528,538,732 | $220,684 |
| Non-Discretionary | $39,648,044 | $231,860 |
| Total | $568,186,776 | $221,429 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing