|
⚲
|
| Keyboard |
| Owl Creek Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 331850 |
| SEC # | 801-130565 |
| CIK # | 0002133805 |
| AUM | 602.3 M (2026-06-02) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 303-409-4409 |
| Address | 4600 S Syracuse Street Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.3 | ||
| Nvidia Corp | 4.6 | ||
| Amazon Com Inc | 3.1 | ||
| Alphabet Inc | 3.0 | ||
| Microsoft Corp | 2.9 | ||
| iShares Gold Trust Micro | 2.7 | ||
| Broadcom Inc | 1.8 | ||
| Alphabet Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 3.8 |
| (b) Individuals (high net worth individuals) | 89 | 589.8 |
| (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 | 8.7 |
| (n) Other | 0 | 0.0 |
| Total | 607 | 602.3 |
| By Discretionary | ||
| Discretionary | 539 | 553.2 |
| Non-Discretionary | 68 | 49.0 |
| Total | 607 | 602.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 602.3 | |
| Total | 607 | 602.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002133805] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Woodward Financial Advisors Inc
✚
|
NC | 641.5 M |
|
Peak Retirement Planning Inc
✚
|
OH | 631.0 M |
|
Cardinal Strategic Wealth Guidance LLC
✚
|
KY | 617.7 M |
|
Ironwood Wealth Management LLC
✚
|
AZ | 607.7 M |
|
Sequoia Wealth Management LLC
✚
|
IL | 599.6 M |
|
Reliant Wealth Planning LLC
✚
|
KY | 595.2 M |
|
Brogan Financial Inc
✚
|
TN | 577.0 M |
|
SGH Wealth Management
✚
|
MI | 561.8 M |
|
F&V Capital Management LLC
✚
|
FL | 557.8 M |
|
Tolsma Investments LLC
✚
|
552.7 M |