Oread Wealth Partners
Oread Wealth Partners (CRD# 316195) is a financial advisory firm headquartered in Leawood, KS. They manage $9,664,597 in 53 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts53ACCOUNTS
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Average Account Value$182,351
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS
Financial Advisors at Oread Wealth Partners
1
Scott Sturgeon (CRD# 6062484) is an Investment Advisor Representative working at Oread Wealth Partners in Prairie Village, KS and has 1 year of experience in the finance industry.
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