OWL Creek Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Owl Creek Wealth Partners serves individual and high‑net‑worth clients as well as foundations, trusts, estates, corporations, and charitable organizations. The firm provides discretionary investment management, integrated financial planning, limited-scope consulting (including business owner exit planning), and participant account management, and may allocate to third‑party managers and a range of investment vehicles such as mutual funds, ETFs, interval funds, structured notes, and private placements.
The firm employs a top‑down, macroeconomic asset‑allocation approach to build customized portfolios and performs ongoing discretionary rebalancing and reviews based on each client’s objectives, time horizon, risk tolerance, and liquidity needs. Financial planning is integrated into client relationships, the firm coordinates with outside professionals (CPAs, estate attorneys, insurance brokers), and it generally requires $5,000,000 in assets to initiate managed services while relying on custodial platforms and non‑affiliated third‑party providers for execution, reporting, and administrative support.
Several features distinguish the firm relative to peers: it reports roughly $602 million in assets under management across a small advisory team (about three advisors), yielding an unusually high AUM per advisor. The firm also documents the use of AI and machine‑learning tools for reporting, data visualization, and workflow automation with human validation, and it participates in educational conferences and sponsored seminars while maintaining documented processes for managing and valuing illiquid investments like interval funds, structured notes, and private funds.
Client services
Expertise
Fee options
Flat fees may be negotiated on a client-by-client basis; consulting fees are negotiated separately based on project complexity.
$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $5,000,000
Main office
8101 E. Prentice Ave, Suite 675
Greenwood Village CO 80111
Advisors at this office
3
Most active in
Colorado · Louisiana · Texas
Also doing business as
Owl Creek Wealth Partners · Owl Creek Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Justin A
Verified by Warmer
CFA®, Series 63
Greenwood Village, CO
OWL Creek Wealth Partners
Justin Apt is a CFA® charterholder with over 20 years of industry experience. He is the Founder and President at Owl Creek Wealth Partners in Denver, CO. Owl Creek Wealth Partners provides discretionary investment management and wealth advisory services to high-net-worth families. The firm employs a top-down, macro-economic approach to asset allocation and incorporates a range of investment vehicles, including alternative and structured instruments, tailoring portfolios to client-specific objectives. Owl Creek Wealth Partners excels at finding solutions to wealth complexity problems faced by many ultra high net worth families.
James M
CFA®, Series 63
Greenwood Village, CO
OWL Creek Wealth Partners
James Milroy is a CFA® charterholder with eight years of industry experience. He is currently with Owl Creek Wealth Partners, where he has worked since 2026. His prior experience includes roles at Perspective Wealth Advisors, Easterly Securities, James Alpha Advisors, FDX Capital, Syntrinsic Investment Counsel, and SRS Acquiom. Owl Creek Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management and integrated financial planning. The firm employs a top-down, macroeconomic asset-allocation approach and incorporates AI and machine-learning tools in its operations.
Brandon B
CFP®, Series 66
Greenwood Village, CO
OWL Creek Wealth Partners
Brandon Bineau is a CFP® with eight years of industry experience, currently serving as an advisor at OWL Creek Wealth Partners. His prior roles include positions at Moneta Group Investment Advisors, CapFinancial Partners LLC (CAPTRUST), JP Morgan Chase Bank, and Charles Schwab. OWL Creek Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management and integrated financial planning. The firm uses a top-down, macroeconomic asset-allocation approach to create customized portfolios and employs AI and machine-learning tools to enhance reporting and workflow automation.
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