OWL Creek Wealth Partners

RIASEC RegisteredEst. 2024
Total AUM
$602M
Discretionary
$553M
92% of AUM
Avg account
$992K
Accounts
607
Employees
5
Advisory reps
3

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
331850
Registered since
June 27, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI97.93%
  • Corporations / Businesses1.44%
  • Individuals0.63%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

OWL Creek Wealth Partners LLC is an independent registered investment adviser that began SEC registration in 2024. The firm is individually owned and focuses on serving individual and family clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. Compensation is typically a percentage of assets under management or flat fees. The firm does not self-identify as an active ESG investor, and its regulatory footprint is limited to a single-state registration status on the ADV.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 14%, Other 13%, Cash & Cash Equivalents 4%, US Government Bonds 2%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities14%
  • Other13%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%

Contacts

3 of 3
  • James Milroy

    James Milroy

    Senior Investment AnalystCRD 5904237

  • Justin Apt

    Justin Apt

    Founder and PresidentCRD 4141218

  • Brandon Bineau

    Brandon Bineau

    Wealth AdvisorCRD 6757590

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
8101 E Prentice Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth