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OVERLAND PARK WEALTH MANAGEMENT LLC

Advisory

OVERLAND PARK, KS

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in KS
#200
of 271 advisers by AUM
Average account
$333K
across 323 accounts
AUM per adviser
$108M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$108M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$108M
Discretionary AUM$103M
Non-Discretionary AUM$5M
Discretionary %95.4%
Total Clients108
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, MO, OR, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

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

DIVERSIFIED PORTFOLIO MANAGEMENT, LLC
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$103M
-20.5% 1Y
LEGACY ADVISORY GROUP LLC
OVERLAND PARK, KS
$103M
-1.9% 1Y
ENGAGE WEALTH ADVISORS, LLC
OVERLAND PARK, KS
$112M
LEGACY ADVISORY LIMITED COMPANY
OVERLAND PARK, KS
$102M
TENZIO PARTNERS, LLC
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$116M
+14.6% 1Y
KOMPASS KAPITAL ADVISORS, LLC
OVERLAND PARK, KS
$117M

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