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Chief Executive Officer · BOK Financial Private Wealth, Inc.

Gregory A. Wheeler

CRD 4357940 · Named on Form ADV at one SEC-registered adviser

At a glance

BOK Financial Private Wealth, Inc., an SEC-registered wealth manager based in Denver, CO with $3.7 billion in regulatory assets, lists Gregory A. Wheeler on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Gregory’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Scott Bradley GrauerChairman, BOK Financial Private Wealth, Inc.
  • Clint S. DishmanSenior Vice President and Manager, Strategic Investment Advisors, BOK Financial Private Wealth, Inc.
  • Carrie C. PorterSenior Vice President and Chief Operating Officer, BOK Financial Private Wealth, Inc.
  • Bryan N. PetryTreasurer and Tax Officer, BOK Financial Private Wealth, Inc.
  • Ryan M. FlippoChief Compliance Officer, BOK Financial Private Wealth, Inc.

1 more person named with Gregory on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.