Adviser Profile
| As of Date | 05/11/2024 |
| Registration status | Registration Changed to OAK CREEK PRIVATE WEALTH MANAGEMENT LLC |
| ADV Location | TULSA, OK, United States |
| Contact Info | 704 xxxxxxx |
| Websites |
| AUM* | 2,872,335 0% |
| of that, discretionary | 2,872,335 67% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 410,334 114% |
| % High Net Worth | 28.57% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds