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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Oak Creek Private Wealth Management LLC
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| CRD # | 306851 |
| SEC # | 801-130253 |
| CIK # | |
| AUM | $6.0 M (2025-03-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 704-904-5721 |
| Address | 1616 East 15th Street Tulsa, OK 74120 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 2.2 |
| (b) Individuals (high net worth individuals) | 2 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 6.0 |
| By Discretionary | ||
| Discretionary | 8 | 6.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 6.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.0 | |
| Total | 8 | 6.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Concreit Fund Management LLC
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|
WA | 0.0 |
|
Tinderwealth LLC
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|
0.0 | |
|
Taylor Frigon Family Office LLC
✚
|
AZ | 0.0 |
|
Alpha-Lab Asset Management Inc
✚
|
0.0 | |
|
Patel Capital Management LLC
✚
|
0.0 | |
|
Unity Wealth Partners LLC
✚
|
CA | 0.0 |
|
WealthJar Investment Advisory LLC
✚
|
HI | 0.0 |
|
Bloomsbury Asset Management LLP
✚
|
0.0 | |
|
NN Investment Advisory LLC
✚
|
0.0 | |
|
Alphaai Capital Management LLC
✚
|
0.0 |