SourcingSourcing

OAK CREEK PRIVATE WEALTH MANAGEMENT LLC

B60
CRD 306851·SEC 801-130253·TULSA, OK
AUM
$4.3M
<$25M
Est. Revenue
$43K
@ 1% on AUM
Est. EBITDA
$13K
@ 30% margin
Est. Deal Value
$102K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD
306851
SEC file #
801-130253
EIN
—
DBA names
—

Economics

AUM
$4.3M
AUM band
<$25M
AUM trajectory
'25'26
$6.0M → $4.3M▼ -28%
Client mix
Individuals Other7
Individuals High Net Worth4

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
TULSA OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwabmedium confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
oakcreekwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PINNACLE INVESTMENT ADVISORS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
PINNACLE INVESTMENT ADVISORS
Fowler, Jayme, Don
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
OAKCREEKWEALTH.COM
Rdap Domain Creation Date
2019-09-25T15:49:19Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2716
Soi Zip Pct 200k Plus
0.1193
Soi Zip Returns 200k Plus
290
Soi Zip Total AGI
257,366
Fdic Zip Total Deposits
2,501,629,000
Fdic Zip Branch Count
11
Fdic Zip Top Banks
Vast Bank, National Association
Blue Sky Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Window
Charles Schwab10
Full
Charles Schwab16
E*trade4
Fdic Zip Branches Raw
Blue Sky BankTulsa, OK
Blue Sky BankTulsa, OK
Fdic Zip HHI
9826.48
Fdic Zip Top Bank Share Pct
99.12
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-25T15:49:19Z
Rdap Domain Last Changed
2025-09-26T13:45:57Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI8,299
Returns660
Stub 2
AGI22,043
Returns600
Stub 3
AGI20,205
Returns330
Soi Zip Total Business Income
11,373
Soi Zip Total Cap Gains
17,860
Soi Zip Total Dividends
9,616
Soi Zip Total Returns
2,430
Trust Company Affiliate
No

People (2)

2
Fowler, Jayme, Don
IAR · Executive Officer · 2.5%
1307298
POARCH, DAVID, MONROE
Executive Officer · 2.5%
1572445