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Building 2OWL CREEK WEALTH PARTNERS

Map pinDENVER, CO
Phone303-409-4409
NotebookSEC #801-130565
Total AUM
$602.3M
Employees
5
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4600 S. SYRACUSE STREET
9TH FLOOR
DENVER
CO 80237
United States
Operating Hours
9AM -5PM
Monday - Friday
Phone
303-409-4409

ReceiptFinancials

Total AUM
$602.3M
Accounts
607
Discretionary
$553.2M
Accounts
539
Non-Discretionary
$49M
Accounts
68

ContactClients

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Individual Clients
11
AUM
$3.8M
HNW Individual Clients
89
AUM
$589.8M
Corporation or Business Clients
1
AUM
$8.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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