Overture Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,910,276
Total clients
13
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$1,070,021
About
Overture Wealth Management provides wealth management, investment management, and financial planning services to individual clients and charitable organizations. The firm operates as a fee-only adviser and uses flat or fixed engagement fees rather than charging advisory fees as a percentage of assets under management.
OWM develops individualized investment policies and asset allocations guided by modern portfolio theory, combining passive and active strategies and offering socially conscious (ESG) options at client request; it generally manages accounts on a discretionary basis and offers both ongoing and project-based planning engagements. Financial planning work integrates cash flow, tax, estate, insurance, and retirement considerations, and the firm distributes an educational newsletter to clients.
The firm is under common ownership with a tax preparation practice and sometimes refers clients to that affiliated tax service, a relationship the brochure identifies as a potential conflict of interest while noting clients are not required to use the affiliate. Operationally, OWM recommends an institutional custodian and has standing letters of authorization for a subset of clients, and it executes client trades on an individual (non-block) basis—choices that distinguish its custody and trading practices from many peers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning fees from $1,000 to $7,000 fixed fee.
Ongoing Financial Planning fees range from $1,000 to $2,500 per quarter, recurring fixed fee.
Minimum fee: Wealth Management fees range from $5,000 to $15,000 annually, paid quarterly in arrears; fees are negotiable. Fee-only: Flat fees for Wealth Management ($5,000-$15,000 annually), Ongoing Financial Planning ($1,000-$2,500 per quarter), and Project-Based Financial Planning ($1,000-$7,000 fixed fee). Fees are negotiable.
Main office location
Overture Wealth Management
Conshohocken PA, United States
Number of offices
1
Most active in
Overture Wealth Management has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Quick links
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