


Scissortail Wealth Management Revenue
Financial Services • Tulsa, Oklahoma, United States • 1-10 Employees
Scissortail Wealth Management revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Key Contacts at Scissortail Wealth Management
Todd Welsh
Founder | Senior Partner
Rich Howard
Founder, Senior Partner
Summer Caudle
Director Of Operations
Company overview
| Headquarters | 1203 E 33rd Pl, Tulsa, Oklahoma 74145, US |
| Phone number | +19189560500 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Education Planning, Retirement Planning, Portfolio Management, Financial Planning, Trust, Charitable Giving, Investment Strategies, Estate |
| Employees | 1-10 |
| Socials |
Scissortail Wealth Management Email Formats
Scissortail Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@scissortailwealth.com), used 68.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@scissortailwealth.com | 68.8% |
{first name}.{last name} | john.doe@scissortailwealth.com | 25% |
{first name} | john@scissortailwealth.com | 6.2% |
About Scissortail Wealth Management
At Scissortail Wealth Management, founded by partners Rich Howard and Todd Welsh, we believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment solutions for families and businesses in Tulsa and across the United States. Whether managing your personal wealth or elevating your business to the next level, our team focuses on driving your success. Scissortail Wealth Management is a Registered Independent Advisor (RIA) based in Tulsa, Oklahoma. 1203 E 33rd St STE 100, Tulsa, OK 74105 (918) 956-0500 www.scissortailwealth.com Scissortail Wealth Management, LLC is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The information presented in the material is general in nature and is not designed to address your investment objectives, financial situation, or particular needs. Prior to making any investment decision, you should assess, or seek advice from a professional regarding whether any particular transaction is relevant or appropriate to your individual circumstances.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Scissortail Wealth Management has 8 employees across 3 departments.
Departments
Number of employees
Funding Data
Scissortail Wealth Management has never raised funding before.
Scissortail Wealth Management Tech Stack
Discover the technologies and tools that power Scissortail Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
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PaaS
RUM
Security
JavaScript libraries
Tag managers
Hosting
JavaScript libraries
Security
Miscellaneous
Livestreaming
Frequently asked questions
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