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OWL CREEK WEALTH PARTNERS

GREENWOOD VILLAGE, CO · CRD 331850 · IAPD ↗ · owlcreekwealth.com · 303-409-4409

$602.3MRegulatory AUM
2Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
October 2026 — OWL CREEK WEALTH PARTNERS moved its main office from DENVER, CO to GREENWOOD VILLAGE, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
April 2026 — OWL CREEK WEALTH PARTNERS reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — OWL CREEK WEALTH PARTNERS crossed $500M in regulatory AUM ($363.0M -> $602.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2025 — OWL CREEK WEALTH PARTNERS reported RAUM up 76% ($205.9M -> $363.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
November 2024 — OWL CREEK WEALTH PARTNERS notice-filed in LA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
November 2024 — OWL CREEK WEALTH PARTNERS reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
November 2024 — OWL CREEK WEALTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
July 2024 — OWL CREEK WEALTH PARTNERS (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.