Olistico Wealth
- Will JezekSenior Wealth Manager · Company website
- Justin McCormickSenior Wealth Manager · Company website
How we got $2.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
Employees over time
▲ 0% since 2023Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2023 | Form 5500 | 4 | $1.2M |
| 2024 | Form 5500 | 4 | $1.2M |
| 2025 | Form 5500 | 4 | $1.2M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
What we know
Signs of a sale Unlikely to sell soon
- Family in the business (Will Jezek, Senior Wealth Manager)
From public records and the company's website, not a statement that it's for sale.
What they do
Olistico Wealth is a Registered Investment Advisory firm in Tulsa, Oklahoma that provides personalized wealth management and investment guidance to business owners, entrepreneurs, families, and high-net-worth individuals.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Suppliers & brands
- BNY Mellon, N.A · brand it sells or installs
- Black Diamond · brand it sells or installs
- BNY Pershing · brand it sells or installs
- Right Capital · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Olistico Wealth this business | $1.8M | — |
| EverPar Advisors Tulsa | $1.1M | 0.0 mi |
| RULEY FINANCIAL GROUP, LLC Tulsa · 5 employees | $1.9M | 0.2 mi |
| INTEGRITY FINANCIAL SERVICES, LLC Tulsa · 4 employees | $2.0M | 0.2 mi |
| GRF CAPITAL INVESTORS, INC Tulsa · 2 employees | $732K | 0.5 mi |
| WEALTH ADVISORS, LLC Tulsa · 2 employees | $1.0M | 0.6 mi |
| 4S FINANCIAL, LLC Tulsa · 1 employees | $586K | 1.0 mi |
Ranges & sources
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (45%). Treat these as a rough guide.
| Revenue range | $570K – $2.6M |
| EBITDA range | $256K – $1.2M |
| Industry (NAICS) | Portfolio Management and Investment Advice (523940) |
| Value range | $575K – $3.9M |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
History & advisors
“After more than four decades of experience at large brokerage firms, Tony Jezek founded Olistico Wealth in 2021 to provide personalized wealth management and investment guidance tailored to business owners, entrepreneurs, families, and high-net-worth individuals.”
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Olistico Wealth
Olistico Wealth is a financial advisors company in Tulsa, Oklahoma, in business since 2021. It is owned by Tony Jezek (Founder). Its estimated annual revenue is about $1.8M, with roughly $813K of EBITDA. It has about 4 employees. Its estimated business value is $2.3M (likely range $575K–$3.9M).
Common questions
- Who owns Olistico Wealth?
- Olistico Wealth is owned by Tony Jezek (Founder), according to public sources such as the company's website or filings.
- How much revenue does Olistico Wealth make?
- SeeBITDA estimates Olistico Wealth's annual revenue at about $1.8M (likely between $570K and $2.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Olistico Wealth worth?
- About $2.3M, roughly 2.8× its estimated EBITDA of $813K, typical for a financial advisors company its size. Likely range: $575K–$3.9M.
- How many employees does Olistico Wealth have?
- About 4, from its 2025 retirement-plan filing.
- When was Olistico Wealth founded?
- Olistico Wealth has been in business since 2021.