OVERLAND PARK WEALTH MANAGEMENT LLC

Overview

Overland Park Wealth Management LLC is a fee-based registered adviser focused on portfolio management for individual and small-business clients. The firm runs primarily discretionary relationships and leans heavily on public funds and mutual funds as the backbone of client portfolios. It is organized as a limited liability company with an individual owner and is not positioned as a multi-state or institutional pension consultant. The adviser does not identify as an active ESG investor and describes its business model as straightforward AUM-based fee work for individual and family clients. Investment activity centers on liquid public markets—mutual funds and corporate debt—while maintaining relationships with third-party alternative managers to complement core exposures. The firm appears to use model or managed portfolios that favor mutual funds and pooled vehicles, supplemented by targeted allocations to alternative strategies for diversification and income.

Assets & Accounts

Investments & Alternatives

Location & Offices