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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-04-2021
- Office Locations
- 1
Office Locations
About Oread Wealth Partners
Oread Wealth Partners is a fiduciary, fee-only CFP financial planning and wealth management firm serving physicians, business owners, and near-retirees. The firm runs a comprehensive planning process and ongoing portfolio management, with emphasis on tax strategy and retirement planning topics such as ESOPs. Portfolios are implemented primarily with mutual funds and ETFs, with custody through Schwab and Betterment. The firm has been featured in outlets including NerdWallet and CNBC.
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Investment Themes
Investment Vehicles
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Owner & Executives
Scott Sturgeon
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #6062484
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,311,400 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,311,400 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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