Overlook Park Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,900,000
Clients
74
0% 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
74
Very HighAverage account size
$106,757
About
Overlook Park Wealth, LLC is a single-advisor registered investment adviser that provides discretionary asset management, ongoing financial planning and educational seminars to individual and corporate clients; the firm manages approximately $7.9 million for roughly 74 clients and was founded in 2019. Services include portfolio management, tailored financial planning and public workshops, with account statements delivered by qualified custodians and discretionary trading authority commonly used for managed accounts.
The firm bases investment decisions on client objectives, time horizon and risk tolerance, employing methods that include technical analysis, long- and short-term positions, periodic rebalancing and consideration of tax-loss harvesting. OPW implements model portfolios labeled “Optimum” (due diligence partner: Counterpoint Funds), “Power” (due diligence partner: Pacer ETFs) and “High Conviction” themed portfolios (due diligence support from Zacks Equity Research), and it permits client-imposed investment restrictions in writing.
A distinguishing operational feature is that the firm’s principal also operates as a licensed insurance agent and devotes about 15% of business time to selling insurance products that generate separate commission compensation; the brochure discloses this arrangement and describes procedures and disclosures intended to mitigate the resulting conflict of interest. Other notable points include a relatively low $5,000 minimum for the themed High Conviction portfolios, complimentary educational seminars, and a practice of leaving proxy voting to clients rather than voting proxies on their behalf.
Client services
Financial planning
Portfolio management
Expertise
Debt management
Cash flow / budgeting
General retirement planning
Fee options
$0 - $50,000: 2.00% $50,001 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.80%
Insurance product commissions received by representative as independent insurance agent
Account minimum: $5,000 Fee-only: Fixed fee between $750 and $2,500 for financial planning based on complexity and client needs
Main office location
Overlook Park Wealth, LLC
619 E 1 St Street, Suite 200
Humble TX 77338, United States
Number of offices
1
Most active in
Overlook Park Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")