OWL Creek Wealth Partners
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 331850
- Registered since
- June 27, 2024
- Website
- www.owlcreekwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.93%
- Corporations / Businesses1.44%
- Individuals0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
OWL Creek Wealth Partners LLC is an independent registered investment adviser that began SEC registration in 2024. The firm is individually owned and focuses on serving individual and family clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. Compensation is typically a percentage of assets under management or flat fees. The firm does not self-identify as an active ESG investor, and its regulatory footprint is limited to a single-state registration status on the ADV.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities14%
- Other13%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Contacts
3 of 3
James Milroy
Senior Investment AnalystCRD 5904237

Justin Apt
Founder and PresidentCRD 4141218

Brandon Bineau
Wealth AdvisorCRD 6757590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 8101 E Prentice Ave
- Time zone
- MT (UTC-7)
- Office locations
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