# Oak Creek Private Wealth Management

Oak Creek Private Wealth Management is a Multi Family Office based in Tulsa, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Tulsa, United States
- **Region:** North America
- **Address:** Tulsa, OK, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** https://oakcreekwealth.com
- **LinkedIn:** https://www.linkedin.com/company/oak-creek-group

## Regulatory record

- **CRD number:** 306851
- **SEC file number:** 801-130253
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306851

## About

Oak Creek Private Wealth Management is an SEC-registered investment adviser in Tulsa, OK, registered since 2024. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### How does Oak Creek structure its investment process?

Oak Creek functions as an outsourced CIO for client families, constructing portfolios through a mix of direct fixed-income holdings and external manager allocations. The firm emphasizes capital preservation and income generation, with an asset mix weighted toward municipal bonds, dividend equities, and real assets. Manager selection is concentrated among regional GP relationships rather than national platforms.

### What type of families does Oak Creek typically serve?

The firm serves multigenerational families whose wealth originated predominantly in the energy sector — upstream exploration and production, midstream infrastructure, and oilfield services. Client relationships are concentrated in Oklahoma, Texas, and neighboring states, with a typical engagement spanning multiple decades and generations.

### Is Oak Creek affiliated with a bank or larger financial institution?

Oak Creek operates as an independent advisory practice rather than a division of a bank, wirehouse, or insurance platform. This independence is central to its fiduciary positioning, allowing the firm to select managers and products without proprietary distribution obligations.

## Related profiles

- [Oak Advisors](https://altss.com/profile/oak-advisors)
- [Oak Financial Group](https://altss.com/profile/oak-financial-group)

---

Last updated: 2026-07-06T01:24:22.248Z

Canonical page: https://altss.com/profile/oak-creek-private-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology