# Oak Creek Private Wealth Management LLC

> Oak Creek Private Wealth Management LLC is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 306851
- Filed as: OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306851
- AdvisorCensus page: https://advisorcensus.com/firm/oak-creek-private-wealth-management-llc-tulsa-ok-306851

## Quick answers

**How is Oak Creek Private Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oak Creek Private Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Oak Creek Private Wealth Management LLC located?**
Oak Creek Private Wealth Management LLC's principal office is in Tulsa, OK, according to its Form ADV.

**Is Oak Creek Private Wealth Management LLC registered with the SEC or a state?**
Oak Creek Private Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 306851.

**How much does Oak Creek Private Wealth Management LLC manage?**
Oak Creek Private Wealth Management LLC reports $4,258,867 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Oak Creek Private Wealth Management LLC's assets and staff changed since 2024?**
In the Form ADV data for Oak Creek Private Wealth Management LLC: Regulatory assets under management: $2,872,335 in the October 2024 data and $4,258,867 in the October 2026 data, up 48%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oak Creek Private Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (4).

**Which custodians does Oak Creek Private Wealth Management LLC use?**
Oak Creek Private Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Oak Creek Private Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306851

**Does Oak Creek Private Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "There is no account minimum for any of OCPWM’s services."

**What changed in Oak Creek Private Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $5,951,052 to $4,258,867 (-28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Account minimum: None

> There is no account minimum for any of OCPWM’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,258,867
- Discretionary: $4,258,867
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $605,012 |
| High net worth individuals | 4 | $3,653,855 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oakcreekwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $2,872,335 | 1 | June 3, 2024 |
| October 2025 | $5,951,052 | 1 | March 11, 2025 |
| October 2026 | $4,258,867 | 1 | March 9, 2026 |

Regulatory assets under management: $2,872,335 in the October 2024 data and $4,258,867 in the October 2026 data, up 48%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $5,951,052 to $4,258,867 (-28%).

### January 2026
- No longer registered or notice-filed in AR, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oak Creek Private Wealth Management LLC (CRD 306851): Form ADV filing data as of October 2026.