Saletha Fuller is a CFP-designated registered investment advisor at Wealth Oklahoma, based in Tulsa, OK, with 29 years of industry experience. Saletha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 179 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fee Estimator
Location
2021 S. Lewis Avenue, Suite 301, Tulsa, OK, 74104-6516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Saletha works as an advisor for Wealth Oklahoma, an independent RIA, where she creates and monitors investment portfolios for clients. This takes about half of her time, including about a quarter of her time during trading hours.
Employment History
Current Registrations
Wealth Oklahoma
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Investacorp Advisory Services INC
Investacorp, INC.Broker
Primevest Financial Services, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Geodyne Securities, INC.Broker
State Registrations19 states
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