OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD #306851 SEC #801-130253 TULSA, OK 704-904-5721
SEC Registered
Total AUM
$6M
Discretionary
$6M
Employees
1
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6M | $6M | $0 | 1 | 0 |
| Nov 2024 | $2.9M | $2.9M | $0 | 1 | 0 |
| Jun 2024 | $2.9M | $2.9M | $0 | 1 | 0 |
| May 2024 | $2.9M | $2.9M | $0 | 1 | 0 |
| Apr 2024 | $2.9M | $2.9M | $0 | 1 | 0 |
| Apr 2024 | $2.9M | $2.9M | $0 | 1 | 0 |
| Apr 2024 | $2.9M | $2.9M | $0 | 1 | 0 |
DateMar 2025
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees1
Clients0
DateNov 2024
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees1
Clients0