Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,011,157
Clients
20
Advisors
1
of 1 employees
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
Expertise
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
Leawood KS
Advisors at this office
1
Most active in
Kansas
Also doing business as
Oread Wealth Partners · Oread Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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