WEALTH PARTNERS CORPORATION

WEALTH PARTNERS CORPORATION of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 129201). Regulatory assets under management: $20.9M.

Registration

• CRD: 129201
• Type: Registered investment adviser
• Location: 7300 W 110TH, STE 700, OVERLAND PARK, KS, 66210
• Phone: 913-685-3207
• Latest filing: 2026-03-05
• Regulatory AUM: $20.9M
• Discretionary AUM: $5.6M
• Non-discretionary AUM: $15.4M
• Clients: 1
• Accounts: 175

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129201 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search