# Overland Park Wealth Management LLC

> Overland Park Wealth Management LLC is a state-registered investment advisory firm in Overland Park, KS, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 171761
- Filed as: OVERLAND PARK WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171761
- AdvisorCensus page: https://advisorcensus.com/firm/overland-park-wealth-management-llc-overland-park-ks-171761

## Quick answers

**How is Overland Park Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Overland Park Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Overland Park Wealth Management LLC located?**
Overland Park Wealth Management LLC's principal office is in Overland Park, KS, according to its Form ADV.

**Is Overland Park Wealth Management LLC registered with the SEC or a state?**
Overland Park Wealth Management LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171761.

**How much does Overland Park Wealth Management LLC manage?**
Overland Park Wealth Management LLC reports $107,528,834 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (95% discretionary).

**What types of clients does Overland Park Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71); high net worth individuals (37).

**Does Overland Park Wealth Management LLC 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/171761

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $107,528,834
- Discretionary: $102,611,695
- Non-discretionary: $4,917,139

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $27,728,354 |
| High net worth individuals | 37 | $79,800,480 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- opwealthmanagement.com
- LinkedIn @OVERLAND-PARK-WEALTH-MANAGEMENT

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Overland Park Wealth Management LLC (CRD 171761): Form ADV filing data as of October 2026.