# Overlook Park Wealth

Overlook Park Wealth is a Bank / Wealth / Trust based in Humble, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Humble, United States
- **Region:** North America
- **Address:** 619 E 1st St. Ste. 200, Humble, Texas 77338, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** overlookparkwealth.com
- **LinkedIn:** https://www.linkedin.com/company/overlookparkwealth

## Regulatory record

- **CRD number:** 300955
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-05T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300955

## About

Jasso launched the Humble, Texas practice in 2019, having previously advised clients inside Ameriprise's planning apparatus, JPMorgan's investment-management division and LPL Financial's independent broker-dealer platform. That path gave him exposure to wirehouse resources, private-bank product shelves and RIA independence before he hung his own shingle. The firm operates from a single office at 619 East First Street, serving client relationships that Jasso personally manages. The strategy is built on a three-phase framework the firm publicly labels Seek, Plan, Do. Seek covers prayer, encouragement and counsel — positioning financial advice as an extension of Biblical stewardship. Plan integrates a household's earning years, liquidity needs and risk tolerance into a custom allocation. Do translates that plan into portfolios assembled from objective research and highly rated investments, though the site does not name specific asset classes, funds or portfolio companies. No public filings or media reports disclose current allocation weights, manager line-ups or co-investment activity. The firm is a Texas-registered investment advisor with Jasso as the central figure. No additional professionals, branches or adjacent vehicles such as a philanthropic foundation or family limited partnership are disclosed. Overlook Park Wealth's structure is simple by design: a single-advisor RIA where the owner-operator carries the AIF® designation and personally signs off on investment plans. There is no investment committee, no institutional LP base, no separate operating company and no disclosed succession mechanism — the firm's continuity rests entirely on Jasso remaining at the desk. For a family office allocating to emerging managers, that concentrated key-person risk is the structural fact that matters.

## People

- Marcus Jasso — AIF®

## Questions

### Who runs Overlook Park Wealth and what is his background?

Marcus Jasso is the sole named principal. He carries the Accredited Investment Fiduciary (AIF®) designation and previously held roles at Ameriprise, JPMorgan and LPL Financial, per the firm's own website. No other investment professionals are disclosed.

### How does the firm approach portfolio construction?

The website outlines a 'Seek, Plan, Do' process rooted in Biblical stewardship. It frames investment planning around a client's personal economy, timeline and goals, then executes with what it calls objective research and highly rated investments — but stops short of naming specific managers, funds or asset-class tilts.

### Does the firm disclose its regulatory registration?

It operates as a Texas-registered investment advisor and publicly lists Marcus Jasso's AIF® credential. No Form ADV or other regulatory filing is linked on the site, though its physical RIA presence is verifiable through state registration records.

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Last updated: 2026-08-11T02:43:31.692Z

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