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- Custodian
- Merrill Lynch · Principal · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-1998
- Office Locations
- 2
Office Locations
About Wealth Oklahoma
Wealth Oklahoma is a Tulsa-based registered investment adviser providing investment management and financial planning, including retirement planning, wealth/tax planning, and insurance coordination. The firm serves individuals and families such as retirees, business owners, and entrepreneurs, and builds portfolios focused on asset allocation and risk management using primarily ETF-based strategies (majority of SMA assets in ETFs).
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
ANGELA COCHRAN STOLPER
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
JON DAVID STOLPER
Chief Investment Officer, Portfolio Manager, President
- CRD
- #1273542
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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SALETHA MARGARET FULLER
Financial Advisor
- CRD
- #1891766
SUSAN MARY MCDONALD
Research Associate
- CRD
- #5765402
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $356,289,476 | $1,000,813 |
| Non-Discretionary | $0 | -- |
| Total | $356,289,476 | $1,000,813 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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 |
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