# Oread Wealth Partners

> Oread Wealth Partners is a state-registered investment advisory firm in Leawood, KS, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 316195
- Filed as: OREAD WEALTH PARTNERS
- Legal name: Oread Wealth Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Leawood, KS
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316195
- AdvisorCensus page: https://advisorcensus.com/firm/oread-wealth-partners-leawood-ks-316195

## Quick answers

**How is Oread Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Oread Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Oread Wealth Partners located?**
Oread Wealth Partners' principal office is in Leawood, KS, according to its Form ADV.

**Is Oread Wealth Partners registered with the SEC or a state?**
Oread Wealth Partners is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316195.

**How much does Oread Wealth Partners manage?**
Oread Wealth Partners reports $17,311,400 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary).

**What types of clients does Oread Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (4); charitable organizations (1).

**Does Oread Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316195

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,311,400
- Discretionary: $17,311,400
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $4,639,625 |
| High net worth individuals | 4 | $12,371,532 |
| Charitable organizations | 1 | $300,243 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oreadwealth.com
- oreadwealthpartners.com
- scott-sturgeon.com
- Facebook @Oread-Wealth-Partners-101784832337922
- LinkedIn @oread-wealth-partners
- X @OreadWealth
- YouTube @UC4OvnRSppgpnR3zfRnw__yQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oread Wealth Partners (CRD 316195): Form ADV filing data as of October 2026.