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$84.6M Total AUM
$84.6M Disc. AUM
-- 3Y CAGR
2 Employees
80 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2022
- Office Locations
- 1
Office Locations
2952 VIA Esperanza Edmond OK
About WTO Advisors, LLC
WTO Advisors, LLC is a Edmond-based RIA. The firm has been operating for 4 years. Managing $84.6M in total assets under management, with 1 advisory representatives. They custody assets with National Advisors Trust.
Team overview
-- AVG AGE
$84.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ALYSSA ANN KAISER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6424108
- 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 | $84,603,902 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,603,902 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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