SourcingSourcing

THE STOLPER COMPANY L.L.C.

C33
CRD 132962·SEC 801-79338·TULSA, OK
AUM
$356.3M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE STOLPER COMPANY L.L.C.
CRD
132962
SEC file #
801-79338
EIN
—
DBA names
Wealth Oklahoma

Economics

AUM
$356.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$166.5M → $356.3M▲ +114%
Client mix
Individuals Other137
Individuals High Net Worth29
Corporations7
Pension Profit Sharing Plans2

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
2 advisors → 6 advisors▲ +200%
Primary office
TULSA OK
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPublication of periodicals
Fee basis
% of AUM

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
wealthoklahoma.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STOLPER, ANGELA, COCHRAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
STOLPER, ANGELA, COCHRAN
STOLPER, JON, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WEALTHOKLAHOMA.COM
Rdap Domain Creation Date
2021-07-12T23:07:13Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2192
Soi Zip Pct 200k Plus
0.0647
Soi Zip Returns 200k Plus
310
Soi Zip Total AGI
424,106
Fdic Zip Total Deposits
8,369,693,000
Fdic Zip Branch Count
116
Fdic Zip Top Banks
Prosperity Bank
Bank of Oklahoma, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James11
E*trade4
Fdic Zip Branches Raw
The F & M Bank and Trust CompanyTulsa, OK
Bank of Oklahoma, National AssociationTulsa, OK
Fdic Zip HHI
2229.62
Fdic Zip Top Bank Share Pct
36.74
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-07-12T23:07:13Z
Rdap Domain Last Changed
2025-01-13T21:17:53Z
Rdap Nameservers
Ns1.wordpress.comNs2.wordpress.comNs3.wordpress.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI17,328
Returns1,360
Stub 2
AGI44,665
Returns1,210
Stub 3
AGI44,442
Returns730
Soi Zip Total Business Income
16,497
Soi Zip Total Cap Gains
58,892
Soi Zip Total Dividends
16,658
Soi Zip Total Returns
4,790
Top Owner CRD
4863581
Trust Company Affiliate
No

People (6)

6
STOLPER, JON, DAVID
IAR · Direct Owner · 62.5%
1273542
STOLPER, ANGELA, COCHRAN
Direct Owner · 62.5%
4863581
KAREN FAYE BRUNS
Executive Officer · 2.5%
4502392
SUSAN MARY MCDONALD
IAR
5765402
Allison Bruns Stolper
IAR
8080308
SALETHA MARGARET FULLER
IAR
1891766