Mitchell & Pahl Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Mitchell & Pahl Private Wealth reports 225 clients. They include 136 individual clients and 89 high-net-worth individuals. Of its assets, 91.1% ($410M across 528 accounts) are managed with discretion; $39.9M across 392 accounts are not. A wrap fee program the firm both sponsors and manages holds $450M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 11% |
| High-net-worth individuals | 40% | 88% |
| Charitable organizations | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 136 | $48.6M | 10.8% | $357K |
| High-net-worth individuals | 89 | $395M | 87.7% | $4.43M |
| Charitable organizations | Fewer than 5 | $6.85M | 1.5% | — |
| Total | 225 | $450M | 100% | — |
- Clients
- 136
- Regulatory AUM
- $48.6M
- AUM share
- 10.8%
- Avg. per client
- $357K
- Clients
- 89
- Regulatory AUM
- $395M
- AUM share
- 87.7%
- Avg. per client
- $4.43M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.85M
- AUM share
- 1.5%
- Avg. per client
- —
Total
- Clients
- 225
- Regulatory AUM
- $450M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Mitchell & Pahl Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Billed hourly, as a fixed fee or per project, in advance monthly or quarterly; fees generally do not exceed $20,000.
Brian Mitchell owns 50% to 75% of Mitchell & Pahl Private Wealth. The leadership team of Mitchell & Pahl Private Wealth includes Chief Compliance Officer Brian Mitchell. It has 4 employees, 2 of them in advisory roles.
Leadership
- Brian MitchellPartner, Portfolio Manager, Chief Compliance Officer
- Candace PahlPartner, Wealth Manager
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Mitchell & Pahl Private Wealth, LLC
Brian Mitchell
Control person · since January 2020
- Owns 50% to 75% of Mitchell & Pahl Private Wealth, LLC
Candace Pahl
Control person · since January 2020
Mitchell & Pahl Private Wealth’s regulatory assets grew from $322M (February 2021) to $450M (February 2026); clients rose from 214 to 225 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $450M | 225 | 4 | 1 |
| March 2025 | $406M | 225 | 4 | 1 |
| March 2024 | $354M | 229 | 4 | 1 |
| March 2023 | $314M | 231 | 4 | 1 |
| March 2022 | $350M | 232 | 4 | 1 |
| February 2021 | $322M | 214 | 3 | 1 |
Besides its headquarters, Mitchell & Pahl Private Wealth has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- 1001 NW 71st Street, Suite 4, Oklahoma CityHQ
Contact and registration details
- Legal name
- Mitchell & Pahl Private Wealth, LLC
- Headquarters
- 1001 NW 71st Street, Suite 4, Oklahoma City, OK 73116
- Website
- mpprivatewealth.com
- Phone
- 405-608-2280
- SEC file
- 801-118315
- Founded
- 2020
- Structure
- Oklahoma LLC
- Fiscal year end
- December
Mitchell & Pahl Private Wealth uses Wells Fargo Clearing Services ($450M) as custodian for its separately managed accounts. Mitchell & Pahl Private Wealth has custody of $87.8M in client assets for 55 clients.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $450M100%
At year end, Mitchell & Pahl Private Wealth’s separately managed accounts were mostly in stocks (56%) and bonds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $272M across 149 positions; the largest are Apple Inc. (3.0%), Seagate Technology Hldngs PL (2.8%) and Broadcom Inc. (2.4%).
What the accounts hold
- Stocks56%
- Exchange-traded equities54%
- Non-exchange-traded equities2%
- Funds18%
- Bonds21%
- State and local bonds16%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- High-yield corporate bonds1%
- Cash3%
- Other2%
- Derivatives1%
- Alternative investment1%
Reported 13F holdings
- $272M
- Reported 13F value
- 149
- Positions
- 20.3%
- In the 10 largest
- +10.5%
- Value vs. prior quarter
- Apple Inc.3.0%
- Seagate Technology Hldngs PL2.8%
- Broadcom Inc.2.4%
- Microsoft Corp.2.0%
- Cisco Sys Inc.1.8%
- Johnson & Johnson1.7%
- Teradyne Inc.1.7%
- Texas Instrs Inc.1.7%
- Goldman Sachs Group Inc.1.7%
- Exxon Mobil Corp.1.6%
Together, the ten largest are 20.3% of reported value.
How many clients does Mitchell & Pahl Private Wealth have?
Mitchell & Pahl Private Wealth has 225 clients and manages $450 million for them, as of February 2026. They include 136 individual clients and 89 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 February 2026
What services does Mitchell & Pahl Private Wealth offer?
Mitchell & Pahl Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Mitchell & Pahl Private Wealth use?
Mitchell & Pahl Private Wealth’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $450M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 February 2026
How many financial advisors does Mitchell & Pahl Private Wealth have?
Mitchell & Pahl Private Wealth has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mitchell & Pahl Private Wealth invest in?
At the end of its last fiscal year, Mitchell & Pahl Private Wealth’s separately managed accounts held 54% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 16% state and local bonds, 3% investment grade corporate bonds, 3% cash and equivalents, 2% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% high-yield corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: Alternative Investment.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mitchell & Pahl Private Wealth?
Mitchell & Pahl Private Wealth’s direct owners are Brian Mitchell (50% to 75%) and Candace Pahl (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 February 2026
How does Mitchell & Pahl Private Wealth get paid?
Mitchell & Pahl Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Mitchell & Pahl Private Wealth?
Mitchell & Pahl Private Wealth’s main office is at 1001 NW 71st Street, Suite 4, Oklahoma City, OK 73116. Its phone number is 405-608-2280. Its website is mpprivatewealth.com.