Owl Creek Wealth Partners LLC
● SEC registered since 2024CRD 331850SEC# 801-130565Greenwood Village, CO
Reg. AUM
$602.3M
Employees
5
Accounts
607
Location
Greenwood Village, CO
About Owl Creek Wealth Partners
Owl Creek Wealth Partners offers financial planning and investment management through an O-W-L process that organizes finances, optimizes opportunities, and supports desired lifestyles and legacy goals. Its investment philosophy is rooted in academic research emphasizing time in markets and diversification.
Summary based on the firm’s website.
Owl Creek Wealth Partners LLC assets under management
Owl Creek Wealth Partners LLC operates as an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2024. It reports $602.3 million in regulatory assets under management and employs 5 people.
Owl Creek Wealth Partners LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Richard Apt Control | Cco, Managing Member | Over 75% | 2024 |
Frequently asked questions
How much does Owl Creek Wealth Partners LLC manage?
Owl Creek Wealth Partners LLC reports $602.3 million in regulatory assets under management on its Form ADV.
How many employees does Owl Creek Wealth Partners LLC have?
Owl Creek Wealth Partners LLC reports 5 employees.
Where is Owl Creek Wealth Partners LLC located?
Owl Creek Wealth Partners LLC is based in Greenwood Village, CO and has been SEC-registered since 2024.
Does Owl Creek Wealth Partners LLC disclose fund performance?
Owl Creek Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8101 E. Prentice Ave, Suite 675, Greenwood Village, CO 80111 |
| Phone | 303-409-4409 |
| Fax | 303-409-4407 |
| Office hours | 9a.m. -5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$602.3M▲ 66%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$602.3Mregulatory AUM
Discretionary $553.2MNon-discretionary $49M