CRD: 171761
Overland Park Wealth Management LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-08-2014
- Office Locations
- 1
Office Locations
About Overland Park Wealth Management LLC
Overland Park Wealth Management is an Overland Park, KS firm providing investment management, financial planning, and insurance guidance. The team serves retirees, high-net-worth business owners, multigenerational families, and select professionals and nonprofits. Portfolios use diversified strategies informed by endowment and pension plan principles, with the firm making day-to-day investment decisions aligned to client goals. Works alongside clients' accountants and attorneys.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
OWEN BRADLEY STRATTON
Chief Executive Officer, Managing Member, President
- CRD
- #1887781
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID THOMAS WALSH
President
- CRD
- #6285723
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,611,695 | -- |
| Non-Discretionary | $4,917,139 | -- |
| Total | $107,528,834 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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