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OAK CREEK PRIVATE WEALTH MANAGEMENT LLC

CRD 306851 · SEC 801-130253

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1616 EAST 15TH STREET, TULSA, OK, 74120, United States

Phone

704-904-5721

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.3M

Discretionary AUM

$4.3M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals7$605K
High net worth individuals4$3.7M

States served

OK

All web addresses on file

Official SEC filing: View on IAPD