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Council Oak Wealth Advisors

EST. AUM
$529,365,864

CONTACTS

CLIENT ACCOUNTS
1,115

Firm Details

Metro area Tulsa
CRD Number 297180
Website counciloakwealth.com
Client types

Overview

COWA, LLC, operating as Council Oak Wealth Advisors, is an independent, fee-only registered investment adviser headquartered in Tulsa, Oklahoma. Founded in 2018, the firm operates under a strict fiduciary standard, providing comprehensive wealth management services to high-net-worth families, entrepreneurs, and retirees. Its investment philosophy is evidence-based, grounded in decades of academic research, and emphasizes low-cost, globally diversified portfolios without relying on market timing. The firm differentiates itself through a holistic approach that integrates tax optimization and estate planning, with specialized expertise in supporting families with unique needs, including those with children or adults with disabilities.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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