Overland Park Wealth Management LLC

Overland Park Wealth Management provides ongoing asset management and related advisory services to individuals, high‑net‑worth individuals, retirement plans, trusts, estates, charitable organizations and private businesses. As of December 31, 2025 the firm reported approximately $107.5 million in client assets across roughly 108 client relationships and manages separately custodied accounts on both a discretionary and non‑discretionary basis.

The firm’s investment process emphasizes fundamental and cyclical analysis and generally favors long‑term purchases rather than routine market timing, while allowing modest tactical cash adjustments based on market expectations. Advisory services are tailored to each client’s circumstances and may be modified for special situations, including low‑basis stock, employee stock options, inheritances, closely held business interests and other tax or legacy considerations.

Distinctive operational features noted in the brochure include a practice requirement that clients establish custody at the firm’s recommended custodian (generally Fidelity), which the firm acknowledges may limit use of alternative custodians, and a decision not to vote client proxies — leaving proxy voting responsibility with clients. The brochure also describes a firm with minimal internal personnel that nevertheless manages over $100 million in client assets and discloses no legal or disciplinary events.