Investment adviser · CRD 307625
MITCHELL & PAHL PRIVATE WEALTH
Investment adviser filing (IA)
MITCHELL & PAHL PRIVATE WEALTH, LLC
OKLAHOMA CITY, OK, United States · Form ADV filed Feb 3, 2026
- Regulatory AUM
- $450M Form ADV · Item 5.F
- Client accounts
- 920 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 89 | $394,518,844 | 87.7% |
| Individuals | 136 | $48,572,013 | 10.8% |
| Charities | Fewer than 5 | $6,851,621 | 1.5% |
Filing source
Form ADV 2048127 · Feb 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1001 NW 71ST STREET, SUITE 4OKLAHOMA CITY, OK, 73116, United States
CRD 307625
Filing source
Form ADV 2048127 · Feb 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.