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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and June 2, 2026, reported AUM increased 65.9%, from $363.0M to $602.3M.
Across 3 reported observations, AUM increased 192.5% between October 2, 2024 and June 2, 2026, from $205.9M to $602.3M.
Of the latest reported AUM, 91.9% is discretionary and 8.1% is non-discretionary.
The firm reports 2 advisory representatives and 100 clients, or 50 clients per representative. That equates to $6.0M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on June 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full OWL Creek Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JUSTIN RICHARD APT
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #4141218
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brandon Bineau
Wealth Advisor
- CRD
- #6757590
JAMES ALEXANDER MILROY
Senior Investment Analyst
- CRD
- #5904237
Showing 2 of 3 contacts
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
SMA allocation detail is available
OWL Creek Wealth Partners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.