# Overlook Park Wealth, LLC

> Overlook Park Wealth, LLC is a state-registered investment advisory firm in Humble, TX, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 300955
- Filed as: OVERLOOK PARK WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Humble, TX
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300955
- AdvisorCensus page: https://advisorcensus.com/firm/overlook-park-wealth-llc-humble-tx-300955

## Quick answers

**How is Overlook Park Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Overlook Park Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Overlook Park Wealth, LLC located?**
Overlook Park Wealth, LLC's principal office is in Humble, TX, according to its Form ADV.

**Is Overlook Park Wealth, LLC registered with the SEC or a state?**
Overlook Park Wealth, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300955.

**How much does Overlook Park Wealth, LLC manage?**
Overlook Park Wealth, LLC reports $7,900,000 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**What types of clients does Overlook Park Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (74).

**Does Overlook Park Wealth, 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/300955

## 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: $7,900,000
- Discretionary: $7,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $7,900,000 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- overlookparkwealth.com
- Facebook @overlookparkwealth
- LinkedIn @overlookparkwealth
- X @overlookpwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Overlook Park Wealth, LLC (CRD 300955): Form ADV filing data as of October 2026.