PENN WEALTH MANAGEMENT

PENN WEALTH MANAGEMENT of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 152948). Regulatory assets under management: $20.0M.

Registration

• CRD: 152948
• Type: Registered investment adviser
• Location: 7300 WEST 110TH STREET, OVERLAND PARK, KS, 66210
• Phone: 913-538-7174
• Latest filing: 2026-03-26
• Regulatory AUM: $20.0M
• Discretionary AUM: $20.0M
• Clients: 1
• Accounts: 100

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152948 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search