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Penn Wealth Management
PENN WEALTH MANAGEMENT is a state-registered investment adviser in OVERLAND PARK, KS. The firm manages approximately $20 million in regulatory assets.
Overview
PENN WEALTH MANAGEMENT is a state-registered investment adviser in OVERLAND PARK, KS. The firm manages approximately $20 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
Who runs investment decisions at Penn Wealth Management?
No named investment committee members or CIOs are publicly disclosed. The firm's website and regulatory filings do not list individual portfolio managers (public record). This opacity is common among RIAs serving a small client base.
Does Penn Wealth Management co-invest alongside external GPs?
The firm's disclosed strategy includes private credit and real estate — asset classes where co-investment structures are common. However, no specific co-investment vehicles or named GPs are documented publicly (per SEC filings).
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