SCISSORTAIL WEALTH MANAGEMENT, LLC

CRD

297761

SEC file #

801-114094

EIN

832324804

DBA names

—

Economics

AUM

$568.2M

AUM band

$500M-$1B

AUM trajectory

'20 · $134.8M

'21 · $195.4M

'22 · $268.3M

'23 · $334.2M

'25 · $587.5M

'26 · $568.2M

'20'26

$134.8M → $568.2M▲ +322%

sec adv history

Client mix

Individuals Other	403
Individuals High Net Worth	72
Corporations	5
Pension Profit Sharing Plans	2
Other	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 2 advisors

'21 · 2 advisors

'22 · 2 advisors

'23 · 3 advisors

'25 · 7 advisors

'26 · 8 advisors

'20'26

2 advisors → 8 advisors▲ +300%

sec adv history

Primary office

TULSA OK

Branches

—

Custodian & Brokerage

Primary custodian

Raymond Jameslow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

04/30/2026

ADV-W filed at

—

Website

scissortailwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HOWARD, RICHARD, L.

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

HOWARD, RICHARD, L.

WELSH, TODD, CHARLES

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SCISSORTAILWEALTH.COM

Rdap Domain Creation Date

2013-07-10T03:34:30Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001906793

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-02-04

Edgar Last Filing Date

2026-04-23

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-23

Accession0001906793-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Raymond James	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

1203 E. 33RD STREETTULSA, OK 74105-2013

Business

1203 E. 33RD STREETTULSA, OK 74105-2013

Edgar EIN

832324804

Edgar Recent Filings

13F-HR2026-04-23 · 0001906793-26-000002

13F-HR2026-01-29 · 0001906793-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2029-07-10T03:34:30Z

Rdap Domain Last Changed

2024-04-22T18:15:43Z

Rdap Nameservers

Ns67.domaincontrol.comNs68.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

4006791

Trust Company Affiliate