Justin Apt is a CFA-designated registered investment advisor at Owl Creek Wealth Partners, based in Denver, CO, with 11 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 66 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Owl Creek retains the discretion to negotiate alternative fees on a client-by-client basis, including a flat fee.
Fee Estimator
Location
4600 S. Syracuse Street, 9th Floor, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Justin manages Meade Properties, LLC and Hobgoblins LLC, both real estate related companies, since 2017 and 2023 respectively. He spends minimal time on these activities.
Employment History
Current Registrations
Owl Creek Wealth Partners
Previous Registrations
Private Capital Management, LLC
Morgan Stanley
State Registrations2 states
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