← Directory
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851File 801-130253
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.3M
Bottom 25% of cohort (national)
Discretionary AUM
$4.3M
Clients
11
11 accounts
Employees
1
Bottom 25% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 9, 2024
- Principal office
- 1616 EAST 15TH STREET, TULSA, OK, 74120
- Phone
- 704-904-5721
- Website
- https://oakcreekwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.3M
- Discretionary AUM
- $4.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 11
- Non-discretionary accounts
- 0
- Total accounts
- 11
- AUM per client
- $387K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $3.7M |
| Individuals (other than high net worth individuals) | 7 | $605K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.