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Company profileolisticowealth.com ↗

Olistico Wealth

Olistico Wealth is a private, independent wealth advisory firm serving ultra-high-net-worth families in the Midwest.

Financial Services
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Headquarters
Tulsa, Oklahoma, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2021Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
30 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Olistico Wealth do?

The firm uses communication to discover clients’ financial needs and work with them toward their goals using specialized investment solutions. The team reports three decades of experience working with clients and identifies honesty, integrity, trust, and innovation as company values.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

The firm serves ultra-high-net-worth families in the Midwest.

What the business offers

Services & capabilities.

Investment solutions

The firm uses specialized investment solutions and collaborates with a trusted network of experts.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWOlistico Wealth listed #7 on Family office private equity investors, September 27, 2026Open the published source list.
Olistico Wealth

#7 Family office private equity investors

Snapshot: September 27, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 27, 2026 and September 28, 2026. How the company lists are built.

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