OVERLOOK PARK WEALTH, LLC

OVERLOOK PARK WEALTH, LLC of HUMBLE, TX is an SEC-registered investment adviser (CRD 300955). Regulatory assets under management: $7.9M.

Registration

• CRD: 300955
• Type: Registered investment adviser
• Location: 619 E 1ST STREET, HUMBLE, TX, 77338
• Phone: 281-701-0636
• Latest filing: 2026-05-05
• Regulatory AUM: $7.9M
• Discretionary AUM: $7.9M
• Clients: 1
• Accounts: 104

Business model

Compensation: % of AUM, Fixed.

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 300955 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search