Overview
Assets Under Management: $298 million
Headquarters: TOWSON, MD
High-Net-Worth Clients: 78
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,291
Discretionary Accounts: 1,291
Regulatory Filings
CRD Number: 314867
Filing ID: 1945692
Last Filing Date: 2025-03-25 12:28:00
Website: https://oliverwealth.com