Overland Park Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
$0 - $250,000: 0.75% $250,001+: 0.50%
Minimum fee: Minimum annual fee of $1,250 Fee-only: Annual asset management fees as described; no commissions or performance-based fees.
Main office
7300 W. 110th Street, Suite 700
Overland Park KS 66210
Advisors at this office
2
Most active in
Kansas · Missouri · Oregon · Texas
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
Quick links
Advisors at this firm
David W
CFP®
Overland Park, KS
Overland Park Wealth Management LLC
David Walsh is a CFP® professional with 10 years of industry experience. He is currently with Overland Park Wealth Management LLC and has previously worked at Dynamic Wealth LLC, Creative Planning, and Sunrise Advisors, Inc. In addition to his financial advisory roles, Walsh operates Walsh Law LLC, a legal practice providing business and estate planning services. Overland Park Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and private businesses. The firm uses fundamental and cyclical analysis with a focus on long-term investments and tailors advisory services to accommodate clients’ specific tax and legacy considerations.
Owen S
Series 63, Series 65
Overland Park, KS
Overland Park Wealth Management LLC
Owen Stratton is the sole advisor at Overland Park Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his independent firm since 2014. Stratton serves as a trustee for the Kansas Public Employees Retirement System, where he participates in investment policy decisions and oversight. Overland Park Wealth Management provides discretionary and non-discretionary investment advisory services and ongoing portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a long-term investment approach that combines fundamental and cyclical analysis, managing approximately $95.6 million across about 104 clients.
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