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Justin Richard Apt

OWL Creek Wealth Partners

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About Justin Richard Apt

Justin Apt is a financial advisor at Owl Creek Wealth Partners. He is a Chartered Financial Analyst and has been in the industry since 2001. Justin has experience in both securities trading and financial planning, providing investment advice to high-net-worth individuals, corporations, and other businesses. Justin has held prior roles at WM Smith Securities Incorporated, Morgan Stanley DW Inc., and Charles Schwab & Co., Inc. He is registered with both Colorado and Texas and holds Series 7, Series 55, and Series 63 licenses. He is also a licensed real estate manager with experience in managing Meade Properties, LLC and Hobgoblins LLC.

Firm Information

Justin Apt is currently registered with OWL Creek Wealth Partners. OWL Creek Wealth Partners is a Denver, Colorado-based Registered Investment Advisor with over $205 million in regulatory assets under management. The firm provides financial planning and portfolio management services to high-net-worth individuals, corporations, and other businesses.
OWL Creek Wealth Partners

4600 S. SYRACUSE STREET

DENVER, CO 80237

$205.92M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Apt’s Registration & Firm History

CO

10/11/2024 - Present

OWL Creek Wealth Partners (DENVER CO)

CO

01/07/2003 - 05/08/2006

WM SMITH SECURITIES INCORPORATED (DENVER CO)

NY

09/09/2002 - 12/18/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

TX

01/16/2001 - 04/25/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 04/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/2003

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/12/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Richard Apt.
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