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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Fowler, Jayme, Don | I | MANAGING MEMBER | NA | Control |
| Fowler, Jayme, Don | I | MANAGING MEMBER | NA | Control |
| Fowler, Jayme, Don | I | MANAGING MEMBER | NA | Control |
| Fowler, Jayme, Don | I | MANAGING MEMBER | NA | Control |
| Fowler, Jayme, Don | I | MANAGING MEMBER | NA | Control |
| Fowler, Jayme, Don | I | MANAGING MEMBER | NA | Control |
| Fowler, Jayme, Don | I | MANAGING MEMBER | NA | Control |
| Fowler, Jayme, Don | I | MANAGING MEMBER | NA | Control |
| POARCH, DAVID, MONROE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POARCH, DAVID, MONROE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POARCH, DAVID, MONROE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POARCH, DAVID, MONROE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POARCH, DAVID, MONROE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POARCH, DAVID, MONROE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POARCH, DAVID, MONROE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POARCH, DAVID, MONROE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PINNACLE INVESTMENT ADVISORS | DE | OWNER | E | Control |
| PINNACLE INVESTMENT ADVISORS | DE | OWNER | E | Control |
| PINNACLE INVESTMENT ADVISORS | DE | OWNER | E | Control |
| PINNACLE INVESTMENT ADVISORS | DE | OWNER | E | Control |
| PINNACLE INVESTMENT ADVISORS | DE | OWNER | E | Control |
| PINNACLE INVESTMENT ADVISORS | DE | OWNER | E | Control |
| PINNACLE INVESTMENT ADVISORS | DE | OWNER | E | Control |
| PINNACLE INVESTMENT ADVISORS | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PINNACLE HOLDINGS LLC | DE | PINNACLE INVESTMENT ADVISORS | F | Control |
| PINNACLE HOLDINGS LLC | DE | PINNACLE INVESTMENT ADVISORS | F | Control |
| PINNACLE HOLDINGS LLC | DE | PINNACLE INVESTMENT ADVISORS | F | Control |
| PINNACLE HOLDINGS LLC | DE | PINNACLE INVESTMENT ADVISORS | F | Control |
| PINNACLE HOLDINGS LLC | DE | PINNACLE INVESTMENT ADVISORS | F | Control |
| PINNACLE HOLDINGS LLC | DE | PINNACLE INVESTMENT ADVISORS | F | Control |
| PINNACLE HOLDINGS LLC | DE | PINNACLE INVESTMENT ADVISORS | F | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (3)
AR OK TX
Address
1616 EAST 15TH STREETTULSA, OK 74120
United States
Phone: 704-904-5721