Overview
Assets Under Management: $209 million
Headquarters: BOTHELL, WA
High-Net-Worth Clients: 75
Average Client Assets: $2 million
Frequently Asked Questions
OLYMPIC WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154934), OLYMPIC WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
OLYMPIC WEALTH MANAGEMENT LLC is headquartered in BOTHELL, WA.
OLYMPIC WEALTH MANAGEMENT LLC serves 75 high-net-worth clients according to their SEC filing dated January 20, 2025. View client details ↓
According to their SEC Form ADV, OLYMPIC WEALTH MANAGEMENT LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
OLYMPIC WEALTH MANAGEMENT LLC manages $209 million in client assets according to their SEC filing dated January 20, 2025.
According to their SEC Form ADV, OLYMPIC WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 335
Discretionary Accounts: 272
Non-Discretionary Accounts: 63
Regulatory Filings
CRD Number: 154934
Last Filing Date: 2025-01-20 00:00:00
Website: https://olympicwm.com