Overland Park Wealth Management LLC

Overland Park Wealth Management LLC (CRD# 171761) is a financial advisory firm headquartered in Overland Park, KS. They manage $89,979,699 in 309 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7300 W. 110th Street, Suite 700, Overland Park, KS 66210
http://twitter.com/opwealthmgmt
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $291,196
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO, OR, TX

Financial Advisors at Overland Park Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Owen Stratton, financial advisor Overland Park KS
Owen B. Stratton
CRD#: 1887781
7300 W. 110th Street, Suite 700, Overland Park, KS 66210

Owen Stratton (CRD# 1887781) is an Investment Advisor Representative working at Overland Park Wealth Management LLC in Overland Park, KS and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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