RIA Intel›Advisers›Kansas›OREAD WEALTH PARTNERS, LLC

OREAD WEALTH PARTNERS, LLC

Advisory

KS

Data as of Jan 23, 2026 · Source: SEC Form ADV

Average account
$162K
across 107 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM
$17M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

Closest by assets under management. All figures from Form ADV.

SOUND INVESTMENTS INC.
OVERLAND PARK, KS
$19M
MACIEL WEALTH MANAGEMENT
OVERLAND PARK, KS
$19M
MERCURY CAPITAL MANAGEMENT, INC.
$16M
JENKINS, DANIEL EVAN
WICHITA, KS
$19M
-36.3% 1Y
MACLURA INVESTMENTS, LLC
$15M
SATYA INVESTMENT MANAGEMENT, LLC
LEAWOOD, KS
$19M

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