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OWL CREEK WEALTH PARTNERS
OWL CREEK WEALTH PARTNERS LLC
CRD 331850 · SEC 801-130565
4600 S. SYRACUSE STREET, 9TH FLOOR, DENVER, CO, 80237, United States
Phone
303-409-4409
Fax
303-409-4407
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$602.3M
Discretionary AUM
$553.2M
Team
5 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.8M |
| High net worth individuals | 89 | $589.8M |
States served
CO, LA, TX
All web addresses on file
Official SEC filing: View on IAPD