Oread Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,011,157
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
20
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$850,558
About
Oread Wealth Partners serves individuals (including both non‑high‑net‑worth and high‑net‑worth clients), charitable organizations, and corporations, providing discretionary investment management, portfolio supervision, and ongoing comprehensive financial planning. With about $17.3 million in assets under management across roughly 20 client relationships, the firm develops individualized investment policies and asset‑allocation targets and supports clients through periodic reviews and updates.
The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing diversification, long‑term horizons, and asset‑allocation-driven portfolio construction, while allowing client‑imposed restrictions and tax considerations. Oread Wealth Partners routinely uses third‑party managers and platforms—naming XY Investment Solutions, Betterment Advisor Solutions, and SyntheticFi among its sub‑advisors—and may implement model portfolios or TAMP offerings when appropriate.
Noteworthy distinctions include serving charitable organization clients (explicitly listed among its client types), managing “held‑away” retirement and similar accounts via Pontera by using client‑granted online access without accepting custody, and incorporating those held‑away assets into its reporting and fee calculations. The firm’s use of both a digital wrap platform (Betterment) and a sub‑advisory relationship with SyntheticFi for synthetic/option‑oriented implementations, combined with a small, closely managed client base, differentiates it from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Retirement plans for business owners (SEP, solo 401k)
Tax-loss harvesting
Fee options
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Account minimum: No minimum account size requirement stated; however, there is a minimum annual fee of $7,000 for combined Investment Management Services & Ongoing Financial Planning. Minimum fee: Minimum annual fee of $7,000 for combined Investment Management Services & Ongoing Financial Planning Fee-only: Ongoing Comprehensive Financial Planning as stand-alone service charged up to $10,000 per quarter, paid quarterly in arrears, negotiable in certain cases
Main office location
Oread Wealth Partners
Leawood KS, United States
Number of offices
2
Most active in
Oread Wealth Partners has reported serving >5 clients in these states in the last 12 months.
Kansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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