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OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851 · SEC 801-130253
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $605K |
| High net worth individuals | 4 | $3.7M |
States served
OK
All web addresses on file
Official SEC filing: View on IAPD