Managing Member · Oak Creek Private Wealth Management LLC
Jayme D. Fowler
CRD 1307298 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Oak Creek Private Wealth Management LLC, an SEC-registered wealth manager based in Tulsa, OK with $4 million in regulatory assets, lists Jayme D. Fowler on its Form ADV as Managing Member, a control person. The SEC filings also name Jayme at 1 other registered adviser.
Firms and roles
- Oak Creek Private Wealth Management LLCManaging MemberWealth manager · Tulsa, OK · $4M in regulatory assets
- Pinnacle Investment AdvisorsInvestment AdvisorWealth manager · Tulsa, OK · $508M in regulatory assets
AtlasMembers
Jayme’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- David M. PoarchChief Compliance Officer, Oak Creek Private Wealth Management LLC
- Robert B. KramerManaging Partner, Pinnacle Investment Advisors
- Susan H. BurghartMember, Pinnacle Investment Advisors
- James A. PoseyMember, Pinnacle Investment Advisors
- Dorothy L. RobertsPartner, Pinnacle Investment Advisors
5 more people named with Jayme on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jayme’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.