OREAD WEALTH PARTNERS

OREAD WEALTH PARTNERS is an SEC-registered investment adviser (CRD 316195). Regulatory assets under management: $17.3M.

Registration

• CRD: 316195
• Type: Registered investment adviser
• Phone: 913-229-6512
• Latest filing: 2026-01-23
• Regulatory AUM: $17.3M
• Discretionary AUM: $17.3M
• Clients: 1
• Accounts: 107

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316195 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search