OVERLOOK PARK WEALTH, LLC

Overview

Overlook Park Wealth, LLC is an independent, privately held registered investment adviser operating as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its pricing mixes AUM-based fees with fixed-fee arrangements. The adviser reports no dedicated capital-allocation platform, is not positioned as an active ESG investor, and does not describe itself as a multi-state or pension consultant. The firm maintains an industry affiliation with an insurance company, which may influence distribution or product access but does not change its core advisory role.

Assets & Accounts

Investments & Alternatives