CRD: 306851
OAK Creek Private Wealth Management LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-2020
- Office Locations
- 1
Office Locations
About OAK Creek Private Wealth Management LLC
Oak Creek Private Wealth Management is a Tulsa-based, partner-led investment advisory firm providing fiduciary wealth management and financial planning for retail clients, including business owners. The firm constructs portfolios with a strong ETF orientation alongside mutual funds and cash management, custodying assets at Charles Schwab and leveraging Envestnet for platform support.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Jayme Don Fowler
INVESTMENT ADVISOR, Managing Member, Managing Partner
- CRD
- #1307298
- Ownership
- Less than 5%
DAVID MONROE POARCH
Chief Compliance Officer, Managing Partner
- CRD
- #1572445
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,258,867 | $387,170 |
| Non-Discretionary | $0 | -- |
| Total | $4,258,867 | $387,170 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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