OAK Creek Private Wealth Management LLC
SEC RegisteredWealth Management with a Personal Touch
About the firm
Oak Creek Private Wealth is a wealth management firm based in Tulsa, OK. The firm operates as a fiduciary and is led by Managing Partner Jayme. It serves individuals, families, business owners, non-profits, and institutions with financial solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and financial solutions
Who they serve
Individuals, families, business owners, non-profits, and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7 | $605k |
| High Net Worth Individuals | 4 | $3.7M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Portfolio Management: $0 - $250,000 | 0.50% |
| Portfolio Management: $250,001 - $500,000 | 0.40% |
| Portfolio Management: $500,001 - $1,000,000 | 0.30% |
| Portfolio Management: $1,000,001 - $2,000,000 | 0.25% |
| Portfolio Management: $2,000,001 - $5,000,000 | 0.20% |
| Portfolio Management: $5,000,001 and above | 0.15% |
| Consulting: $0 - $1,000,000 | 0.35% |
| Consulting: $1,000,001 - $2,000,000 | 0.30% |
| Consulting: $2,000,001 - $5,000,000 | 0.25% |
| Consulting: $5,000,001 - $10,000,000 | 0.20% |
| Consulting: $10,000,001 - $20,000,000 | 0.17% |
| Consulting: Over $20,000,000 | 0.15% |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OAK Creek Private Wealth Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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