| Name | Title | Ownership | Since |
|---|---|---|---|
| David Monroe Poarch Control | Chief Compliance Officer | Under 5% | 2023 |
| Jayme Don Fowler Control | Managing Member | Under 5% | 2019 |
| Pinnacle Investment Advisors Control | Owner | Over 75% | 2023 |
Oak Creek Private Wealth Management LLC reports $6 million in regulatory assets under management on its Form ADV.
Oak Creek Private Wealth Management LLC reports 1 employees.
Oak Creek Private Wealth Management LLC is based in Tulsa, OK and has been SEC-registered since 2024.
Oak Creek Private Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1616 East 15th Street, Tulsa, OK 74120 |
| Phone | 704-904-5721 |
| Fax | N/A |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $6M |
| Non-discretionary | $0 |
| Total (RAUM) | $6M |