DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Wealth Oklahoma
Legal name The Stolper Company L.L.C.
Latest filing Apr 28, 2026
First filing on the tape Jan 11, 2012 · 34 filings
SEC status approved since Apr 2, 2014
RAUM
$356M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
75%
$266M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$89.1M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$356M as of Apr 28, 2026
Jan 23, 2015$132M then
HNW client RAUM$171M as of Apr 28, 2026
Feb 26, 2018$137M then
State-registered IARs (5.B.3)4 as of Apr 28, 2026
Jan 23, 20152 then
Employees (5.A)6 as of Apr 28, 2026
Jan 23, 20153 then
Private funds: no history
RAUM +16% over the last fiscal year+14% a year over threeIARs 3 to 4
Practice profile
derived from the filing of Apr 28, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $89.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 42derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.9MderivedHNW RAUM over HNW clients
- Average account
- $1.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -6.7%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, publicationsreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$171M48%
- Individuals$95.4M27%
- Corporations and businesses$79.8M22%
- Pension and profit-sharing plans$10.1M2.8%
- Individual clients
- 137reported
- HNW clients
- 29reported
- Pension plan clients
- 2reported
- Charitable clients
- n/areported
- Accounts
- 356reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $356M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.75 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=4.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jon David Stolper | Tulsa, Ok | Jan 21, 2005 | 42 y | 1 |
| Susan Mary McdonaldChartered Financial Analyst | Tulsa, Ok | Jul 11, 2024 | 16 y | 1 |
| Saletha Margaret FullerCertified Financial Planner | Tulsa, Ok | Jan 2, 2025 | 33 y | 3 |
| Allison Bruns Stolper | Tulsa, Ok | Nov 10, 2025 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Saletha Margaret Fuller from Raymond James Financial Services Advisors, IncJan 2, 2025 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Cochran Angela Stolper · Membercontrolsince 02/1998 · owns 50% to 75%
- David Jon Stolper · President, Chief Compliance Officercontrolsince 02/1998 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tulsa, Ok · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- wealth to institutional shiftCombination · filing Apr 28, 2026private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $307,420,448 to $356,289,476, advisors 3 to 4, private clients 178 to 166, offices 0 to 0 (2025-01-03 to 2026-04-28)peers: independent wealth managers, $100M to $500M (5,676)
- institutional asset share shiftChange between filings · filing Apr 28, 2026institutional share of RAUM moved from 10.0% to 25.0% between the annual amendments of 2025-01-03 and 2026-04-28peers: independent wealth managers, $100M to $500M (5,676)
- client mix shiftChange between filings · filing Apr 28, 2026private-client share of RAUM moved from 90.0% to 75.0% between the annual amendments of 2025-01-03 and 2026-04-28peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 336 to 356May 8, 2025 to Mar 11, 2026
- Advisory employees · 3 to 6May 8, 2025 to Mar 11, 2026
- BD registered reps · 3 to 4May 8, 2025 to Mar 11, 2026
- Charity clients · 1.0 to unsetMay 8, 2025 to Mar 11, 2026
- Corporate clients · unset to 7.0May 8, 2025 to Mar 11, 2026
- HNW clients · 67 to 29May 8, 2025 to Mar 11, 2026
- Individual clients · 111 to 137May 8, 2025 to Mar 11, 2026
- Pension plan clients · unset to 2.0May 8, 2025 to Mar 11, 2026
- Employees · 4 to 6May 8, 2025 to Mar 11, 2026
- State-registered IARs · 3 to 4May 8, 2025 to Mar 11, 2026
- Discretionary RAUM · $307M to $356MMay 8, 2025 to Mar 11, 2026
- HNW RAUM · $148M to $171MMay 8, 2025 to Mar 11, 2026
- Individual RAUM · $130M to $95.4MMay 8, 2025 to Mar 11, 2026
- Pension RAUM · unset to 10118221.0May 8, 2025 to Mar 11, 2026
- RAUM · $307M to $356MMay 8, 2025 to Mar 11, 2026
- Wrap assets (manager) · $307M to $356MMay 8, 2025 to Mar 11, 2026
- Financial planning clients · unset to Jan 3, 2025 to May 8, 2025
- Accounts · 163 to 336Nov 20, 2024 to Jan 3, 2025
- Advisory employees · 2 to 3Nov 20, 2024 to Jan 3, 2025
- BD registered reps · 1 to 3Nov 20, 2024 to Jan 3, 2025
- Business name · STOLPER ASSET MANAGEMENT to WEALTH OKLAHOMANov 20, 2024 to Jan 3, 2025
- Charity clients · unset to 1.0Nov 20, 2024 to Jan 3, 2025
- HNW clients · 58 to 67Nov 20, 2024 to Jan 3, 2025
- Individual clients · 105 to 111Nov 20, 2024 to Jan 3, 2025
- Employees · 2 to 4Nov 20, 2024 to Jan 3, 2025
- State-registered IARs · 1 to 3Nov 20, 2024 to Jan 3, 2025
- Discretionary RAUM · $264M to $307MNov 20, 2024 to Jan 3, 2025
- HNW RAUM · $217M to $148MNov 20, 2024 to Jan 3, 2025
- Individual RAUM · $46.6M to $130MNov 20, 2024 to Jan 3, 2025
- RAUM · $264M to $307MNov 20, 2024 to Jan 3, 2025
- Wrap assets (manager) · $264M to $307MNov 20, 2024 to Jan 3, 2025
- Accounts · 338 to 163May 15, 2023 to Feb 16, 2024
- HNW clients · 46 to 58May 15, 2023 to Feb 16, 2024
- Individual clients · 114 to 105May 15, 2023 to Feb 16, 2024
- Discretionary RAUM · $239M to $264MMay 15, 2023 to Feb 16, 2024
- HNW RAUM · $174M to $217MMay 15, 2023 to Feb 16, 2024
- Individual RAUM · $64.4M to $46.6MMay 15, 2023 to Feb 16, 2024
- RAUM · $239M to $264MMay 15, 2023 to Feb 16, 2024
- Wrap assets (manager) · $239M to $264MMay 15, 2023 to Feb 16, 2024
- Advisory employees · 3 to 2Feb 21, 2023 to May 15, 2023
Signals
2 dated events
- Leah Sandra Bullock (Office Manager) no longer on Schedule A of Wealth Oklahoma (listed 2021-02-01, absent 2022-01-24)Jan 24, 2022 · Control person left · inference
- Stolper Asset Management filed its initial SEC registration (Form ADV)Mar 5, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@wealthoklahoma.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 918-745-6060reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/wealth-oklahomareportedpublic record, Form ADV, Sep 17, 2026
- Website
- WEALTHOKLAHOMA.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 918-745-6060reportedpublic record, Form ADV, Apr 28, 2026
- Contact form
- wealthoklahoma.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $89.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026