Oak Creek Private Wealth Management LLC
● SEC registered since 2024CRD 306851SEC# 801-130253Tulsa, OK
Reg. AUM
$4.3M
Employees
1
Accounts
11
Location
Tulsa, OK
Oak Creek Private Wealth Management LLC assets under management
Oak Creek Private Wealth Management LLC is a registered investment adviser overseen by the SEC based in Tulsa, OK. The firm has been registered since 2024. It reports $4.3 million in regulatory assets under management and employs 1 people.
Oak Creek Private Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Monroe Poarch Control | Chief Compliance Officer | Under 5% | 2023 |
| Jayme Don Fowler Control | Managing Member | Under 5% | 2019 |
| Pinnacle Investment Advisors Control | Owner | Over 75% | 2023 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Oak Creek Private Wealth Management LLC manage?
Oak Creek Private Wealth Management LLC reports $4.3 million in regulatory assets under management on its Form ADV.
How many employees does Oak Creek Private Wealth Management LLC have?
Oak Creek Private Wealth Management LLC reports 1 employees.
Where is Oak Creek Private Wealth Management LLC located?
Oak Creek Private Wealth Management LLC is based in Tulsa, OK and has been SEC-registered since 2024.
Does Oak Creek Private Wealth Management LLC disclose fund performance?
Oak Creek Private Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1616 East 15th Street, Tulsa, OK 74120 |
| Phone | 704-904-5721 |
| Fax | N/A |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.3M▼ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$4.3Mregulatory AUM
Discretionary $4.3M