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
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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