MITCHELL & PAHL PRIVATE WEALTH

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Oklahoma, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	528	$319.4M
Non-Discretionary	372	$35.0M
Total	900	$354.4M

Clients

Type	Number	RAUM
Individuals	145	$49.9M
HNW Individuals	84	$298.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$6.3M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	76.2M
Portfolio Manager	0
Both for Same	278.2M

Portfolio Manager to Program	Sponsor
MITCHELL & PAHL PRIVATE WEALTH WRAP FEE PROGRAM	MITCHELL & PAHL PRIVATE WEALTH

Identifiers

SEC RIA File Number	801-118315
SEC ERA File Number	801-118315
SEC CIK Numbers	1836506
SEC CRD Numbers	307625
Legal Entity Identifier	None

Principal Office

1001 NW 71ST STREET
SUITE 4
OKLAHOMA CITY
OK
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic