Oread Wealth Partners

Overview

Oread Wealth Partners is an independent Registered Investment Adviser organized as a limited liability company and run by an individual owner. The firm serves both individual and family clients as well as select institutional relationships, and positions itself as a capital allocator that combines financial planning with discretionary portfolio management and selection of outside advisers. Its advisory mandate centers on equity-oriented portfolios—exchange-traded securities are the dominant building blocks—while also offering fixed-fee engagements in addition to percentage-of-AUM billing. The firm’s stated services include financial planning, portfolio management for individuals and small businesses, and manager selection. Oread Wealth Partners is not an active ESG investor, is not structured as a multi-state adviser, and does not identify as a pension consultant or related adviser. All reported advisory assets are managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices