$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- VectorPeak
- Established Date
- 04-18-2019
- Office Locations
- 1
Office Locations
619 E 1ST Street Humble TX
About Overlook Park Wealth, LLC
Overlook Park Wealth is a Humble, TX RIA providing faith-based financial planning and discretionary portfolio management grounded in Biblical stewardship. The firm builds custom investment plans around each client’s timeline, goals, and interests, then implements them as a fiduciary using objective research and a mix of public funds and ETFs. Primary custodian includes Charles Schwab.
Team overview
45 AVG AGE
$7.9M AVG AUM / ADVISOR
$106.8K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Ember Capital quantum
Custodian
Beacon vector Vector Prime beacon
Investment Themes
Glacier catalyst Vital north
Investment Vehicles
Vector north
Platform
Harbor timber
Services
Ridge unison Focus Radial Radial atlas Legacy alpha Horizon atlas
Technology
Glacier oak Vertex harbor
Owner & Executives
MARCUS JASSO
Advisor, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4312112
- Ownership
- 75% or more
(304) 950-5003
summit.pathway@momentumcapital.com
in linkedin.com/in/wave-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,900,000
Public Funds:
11.1% Equity - Exchange:
39.6% Cash:
49.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $495,729,221 | 11.1% |
| Equity - Exchange | $1,768,547,492 | 39.6% |
| Cash | $2,201,752,306 | 49.3% |
| Total | $4,466,029,019 | 100.0% |