OAK CREEK PRIVATE WEALTH MANAGEMENT LLC

Overview

Oak Creek Private Wealth Management LLC is a small, fee-based RIA that positions itself as a capital allocator for individual and family clients. The firm concentrates on discretionary portfolio management and also offers portfolio services to small businesses and institutional clients. It has the authority to select and monitor third‑party managers, which suggests its advisory model combines direct portfolio construction with manager selection and outsourcing where appropriate. Investment emphasis is on publicly traded equities and exchange‑traded products as the core of client portfolios, while the firm maintains access to a range of alternatives — private equity, venture capital, hedge funds, private placements and real estate — through third‑party fund managers. Oak Creek does not describe itself as an active ESG investor. Compensation is based on a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices