|
⚲
|
| Oak Creek Private Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 306851 |
| SEC # | 801-130253 |
| CIK # | |
| AUM | $2.9 MM (2024-06-03) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 704-904-5721 |
| Address | 1616 East 15th Street Tulsa, OK 74120 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.6 |
| (b) Individuals (high net worth individuals) | 2 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 2.9 |
| By Discretionary | ||
| Discretionary | 7 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 7 | 2.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Forester Capital Management Ltd
✚
|
IL | 0.0 |
|
Trinary Capital LLC
✚
|
CA | 0.0 |
|
Altar Rock LLC
✚
|
MA | 0.0 |
|
Wealthn LLC
✚
|
PA | 0.0 |
|
Paladin Capital LLC
✚
|
MN | 0.0 |
|
Alphaai Capital Management LLC
✚
|
CA | 0.0 |
|
Boulevard Family Wealth Services LLC
✚
|
CA | 0.0 |
|
Marstone LLC
✚
|
RI | 0.0 |
|
LFN Advisors Inc
✚
|
MI | 0.0 |
|
Marketocracy Masters Inc
✚
|
MI | 0.0 |