Olistico Wealth, Llc
- Regulatory AUM
- $372M
- Discretionary
- $274M
- Clients
- 404
- Avg AUM / client
- $920K
- Accounts
- 405
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 183 | $31.5M | 8.48% |
| High net worth individuals | 203 | $227M | 61.1% |
| Pension and profit sharing plans | 4 | $92.6M | 24.9% |
| Charitable organizations | 4 | $7.3M | 1.96% |
| Corporations and other businesses | 10 | $12.9M | 3.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hall, Estill Profit Sharing And 401(k) Plan Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. | 2024 | |
| Bama Profit Sharing Plan The Bama Companies, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Scott Jezek | Chief Executive Officer & Founding Partner | Apr 2021 (5y) | 75% or more | |
| William Henry Jezek | Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Justin Richard Mc Cormick | Registered representative | Jul 2021 (5y) | ||
| Cooper Thomas Williamson | Registered representative | Oct 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hall, Estill Profit Sharing And 401(k) Plan | Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. | 162 | $103M | 01/01/2024 |
| Bama Profit Sharing Plan | The Bama Companies, Inc. | 843 | $78.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 905 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Pershing $279M (75% of AUM) Mar 2026
- Empower Financial Services, Inc. $79.1M (21% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗