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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Summit
- Established Date
- 06-27-2024
- Office Locations
- 1
Office Locations
About OWL Creek Wealth Partners
Owl Creek Wealth Partners is an independent, SEC-registered RIA in Denver providing financial planning and investment management for a select group of families. The firm uses a three-step O-W-L planning process and an academically grounded approach emphasizing diversification, tax efficiency, staying invested over time, and fee awareness. Founded by Justin Apt, CFA, after 20+ years in the investment industry, including serving as president of a large Denver-based RIA.
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Owner & Executives
JUSTIN RICHARD APT
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #4141218
- Ownership
- 75% or more
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Brandon Bineau
--
- CRD
- #6757590
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $553,241,038 | $1,026,421 |
| Non-Discretionary | $49,035,964 | $721,117 |
| Total | $602,277,002 | $992,219 |
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Separately Managed Accounts
Total SMA Asset: $602,277,002
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $528,091,158 | 19.0% |
| Equity - Exchange | $931,108,094 | 33.5% |
| Other | $536,429,439 | 19.3% |
| Cash | $497,517,459 | 17.9% |
| U.S. Government/Agency | $286,280,995 | 10.3% |
| Total | $2,779,427,145 | 100.0% |