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- 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.
Reported data analysis
What the numbers show
Between March 11, 2025 and March 9, 2026, reported AUM decreased 28.4%, from $6.0M to $4.3M.
Across 3 reported observations, AUM increased 48.3% between November 26, 2024 and March 9, 2026, from $2.9M to $4.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 11 clients, or 11 clients per representative. That equates to $387.2K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full OAK Creek Private Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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| 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
SMA allocation detail is available
OAK Creek Private Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.