Company Overview
Company Name
Council Oak Wealth Advisors
Address
8801 S Yale Ave #420, Tulsa, OK, 74137, United States
Website
counciloakwealth.comPhone
(918) 984-9110Approx. Annual Revenue
$1.8M
Employees
8
Established
2018
Google Reviews
5.0 (1 review)
Google Business Category
Financial planner
Locations
2
About Council Oak Wealth Advisors
Council Oak Wealth Advisors is a full-service financial consulting practice based in Tulsa, Oklahoma. Established in 2018, the company employs a team of 5 professionals dedicated to providing financial peace of mind to their clients through vigilant and ethical wealth management, portfolio management, and financial consulting services.
Business Profile
Read from the Council Oak Wealth Advisors website on Oct 14, 2026. Hover an item to see the exact wording it came from.
About the website
- Website quality (AI-assessed)
- 7/10 · Copyright notice says 2022; Clear navigation and contact info
- Footer copyright year
- 2022
- Website by
- Leadline Marketing
Recent changes
What changed on the Council Oak Wealth Advisors website and Google listing, as detected by Coldlytics on each visit.
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2 Google Business Profile listings.
| Location | Google category | Reviews | Status |
|---|---|---|---|
| 8801 S Yale Ave #420, Tulsa, OKprimary | Financial planner | 5.0 (1) | Claimed |
| 3091 SE Washington Blvd b, Bartlesville, OK | — | — | Claimed |
Financial Advisor Companies near Tulsa, OK
- First State Investment Advisorsfirststate-ok.com
- J Taylor Private Wealthjttulsa.com
- Summit Wealth Groupsummitwealth.net
- Regent Private Wealthregentprivatewealth.com
- Regent Financial Servicesregentfs.com
- Northstar Wealth Managementnorthstarwm.com
- Warburton Capital Managementwarburtoncapital.com
- TRC Wealth Managementtrcwealth.com
- Melia Advisory Groupmeliagroup.com
- Creating & Managing Wealthcmwfinancial.com
Frequently Asked Questions about Council Oak Wealth Advisors
Advertising Pixels
- Google Ad Pixel
Categories
Technologies Used
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Social Profiles
Key Decision Makers
James Diacon Co-Founder