Wto Advisors, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 317923
· Edmond, OK
· www.wealthtrustok.com
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ADV data as of May 18, 2026
- Regulatory AUM
- $84.6M
- Discretionary
- $84.6M
- Clients
- 80
- Avg AUM / client
- $1.1M
- Accounts
- 128
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 64 | $32.0M | 37.8% |
| High net worth individuals | 14 | $47.4M | 56.1% |
| Charitable organizations | 1 | $3.5M | 4.16% |
| Corporations and other businesses | 1 | $1.6M | 1.95% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alyssa Ann Kaiser | Registered representative | Mar 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
Custody
Reported custodians
- National Advisors Trust Company $66.0M (78% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗