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OWL CREEK WEALTH PARTNERS
Legal name: OWL CREEK WEALTH PARTNERS LLC
CRD 331850File 801-130565
APPROVED
Retail clients
Custody
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$602.3M
Above cohort median (national)
Discretionary AUM
$553.2M
Non-discretionary $49.0M
Clients
100
607 accounts
Employees
5
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 27, 2024
- Principal office
- 4600 S. SYRACUSE STREET, 9TH FLOOR, DENVER, CO, 80237
- Phone
- 303-409-4409
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $602.3M
- Discretionary AUM
- $553.2M
- Non-discretionary AUM
- $49.0M
- Discretionary accounts
- 539
- Non-discretionary accounts
- 68
- Total accounts
- 607
- AUM per client
- $6.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $8.7M |
| High net worth individuals | 89 | $589.8M |
| Individuals (other than high net worth individuals) | 11 | $3.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.