Coachwise Financial Solutions, Inc.
Coachwise Financial Solutions, Inc. (CRD# 133271) is a financial advisory firm headquartered in Tulsa, OK. They manage $39,852,067 in 433 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Coachwise Financial Solutions, Inc.
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts433ACCOUNTS
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Average Account Value$92,037
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, OK
Financial Advisors at Coachwise Financial Solutions, Inc.
1
Donnie Davis (CRD# 4879835) is an Investment Advisor Representative working at Coachwise Financial Solutions, Inc. in Tulsa, OK and has over 17 years of experience in the finance industry.
2
Don Hardcastle (CRD# 866473) is an Investment Advisor Representative working at Coachwise Financial Solutions, Inc. in Tulsa, OK and has over 20 years of experience in the finance industry.
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