OWL CREEK WEALTH PARTNERS

RIASEC RegisteredEst. 2024

Total AUM

$602M

Discretionary

$553M

92% of AUM

Avg account

$992K

Accounts

607

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 331850
Registered since: June 27, 2024
Website: www.owlcreekwealth.com
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 is an independent registered investment adviser organized as an LLC and overseen by an individual owner. The firm targets individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fees combine a percentage-of-AUM component with fixed-fee engagements. OWL Creek became SEC-registered in 2024 and does not position itself as an ESG-focused adviser, multi-state adviser, pension consultant, or capital allocator.