Overland Park Wealth Management LLC

EST. AUM
$95,599,845

CONTACTS

CLIENT ACCOUNTS
359

Firm Details

Metro area Kansas City
CRD Number 171761
Website opwealthmanagement.com
Client types

Overview

Overland Park Wealth Management LLC is an independent, state-registered Registered Investment Adviser headquartered in Overland Park, Kansas. The firm provides discretionary investment management, retirement planning, estate planning, college planning, insurance, and comprehensive financial planning. It serves retirees, high-net-worth families, business owners, professionals, athletes, and nonprofit organizations through a personalized fiduciary approach.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Overland Park Wealth Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company