Esoteric Wealth Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,207,527
Clients
49
22% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
HighAverage account size
$371,582
About
Esoteric Wealth Partners LLC is a small, independent registered investment adviser and solo practitioner that manages approximately $18.2 million for individual, high‑net‑worth, and business clients. The firm provides discretionary portfolio management, written financial planning, and may recommend or act as a co‑advisor with third‑party investment managers.
Its investment approach centers on asset allocation across customizable core portfolios (ranging from Aggressive Growth to Income with Capital Preservation) and uses both fundamental and technical analysis to construct and monitor accounts on a discretionary basis. The firm permits client‑imposed investment restrictions, conducts quarterly portfolio reviews and annual client meetings, and coordinates implementation through third‑party custodians.
A distinctive feature is that the firm’s supervised persons also act as independent insurance agents who place business through Guidance Northwest Insurance, LLC and may recommend commissionable insurance products; the brochure discloses this as a potential conflict of interest. The firm also documents co‑adviser arrangements that share a portion of advisory fees with recommended third‑party advisers, uses standing letters of instruction for certain transfers, and operates under custodial safeguards while retaining limited authorization to initiate fee withdrawals.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Income planning
General retirement planning
Cash flow / budgeting
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% Over $1,000,000+: Negotiable not to exceed 1.25%
$200 per hour, negotiable
Main office location
Esoteric Wealth Partners LLC
3209 S. Broadway, Ste. 231
Edmond OK 73013, United States
Number of offices
2
Most active in
Esoteric Wealth Partners LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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