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STOKER OSTLER WEALTH ADVISORS, INC.

UUID5a09fda8-aba6-563a-a020-b87ca4030851
TypeASSET_MANAGER
Status—
Created2025-10-23 02:23:49
Updated2025-10-23 02:24:33

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 111320 111320 — 1.0
cik 0001336488 1336488 — —
sec_file_number 801-54265 801-54265 — —

Profile

WebsiteHTTP://WWW.STOKEROSTLER.COM
HQ CitySCOTTSDALE
HQ StateAZ
HQ CountryUnited States
AUM (USD)—
AUM As OfNone
Aliases:
  • STOKER OSTLER, A PART OF BMO FINANCIAL GROUP adv_part1

ADV Metrics

Assets & Accounts

  • RAUM (total)3,100,176,318.0
  • RAUM (discretionary)2,994,636,208.0
  • Actionable assets2,760,083,933.0
  • Accounts4,732.0

Institutional Clients

  • Government AUM—
  • Pension AUM—
  • Charitable AUM11,076,157.0
  • HNW AUM2,749,007,776.0

As of 2025-07-10 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
BANK OF MONTREAL SOLE OWNER OFFICER — 
{"filing_id": "2017607", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BMO FINANCIAL CORP SOLE OWNER OFFICER — 
{"filing_id": "2017607", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BOLAR, MICHAEL, SCOTT CHIEF INVESTMENT OFFICER AND SENIOR PORTFOLIO MANAGER OFFICER — 
{"filing_id": "2017607", "owner_id": "1724625", "source": "adv_part1", "table": "Schedule_A_B"}
CASSINELLI, CHARLES, M BOARD MEMBER OFFICER — 
{"filing_id": "2017607", "owner_id": "4390487", "source": "adv_part1", "table": "Schedule_A_B"}
DECKER, MICHELLE, LEE MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND BOARD MEMBER OFFICER — 
{"filing_id": "2017607", "owner_id": "4557634", "source": "adv_part1", "table": "Schedule_A_B"}
HALLS, MICHAEL, CRAIG SENIOR PORTFOLIO MANAGER OFFICER — 
{"filing_id": "2017607", "owner_id": "2598955", "source": "adv_part1", "table": "Schedule_A_B"}
HARRIS, WALLACE, WILLIAM DIRECTOR AND BOARD MEMBER OFFICER — 
{"filing_id": "2017607", "owner_id": "5828561", "source": "adv_part1", "table": "Schedule_A_B"}
PRUITT, JEFFREY, PAUL CHIEF COMPLIANCE OFFICER OFFICER — 
{"filing_id": "2017607", "owner_id": "2455635", "source": "adv_part1", "table": "Schedule_A_B"}
Lace, George, Patrick CHIEF FINANCIAL OFFICER EMPLOYEE — 
{"filing_id": "2017607", "owner_id": "6800413", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

adv_part1