OWL Creek Wealth Partners
SEC RegisteredWealth with Confidence
About the firm
Owl Creek Wealth Partners is an independent, 100% employee-owned, fee-only registered investment advisory firm founded by Justin Apt, CFA, with an uncompromising dedication to the select group of families it serves. The firm offers financial planning and investment management services, acting as a fiduciary and accepting compensation only from its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning using a three-step O-W-L process (Organize, WealthWise Plan, Life & Legacy) and investment management rooted in academic research emphasizing time in markets, diversification, tax efficiency, and mindfulness of investment fees. The firm also collaborates with clients' outside advisors in areas such as tax, estate planning, insurance, employment law, business brokerage, and investment banking.
Who they serve
A select group of families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $3.8M |
| High Net Worth Individuals | 89 | $590M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 28, 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. OWL Creek Wealth Partners 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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