Overview
Assets Under Management: $141 million
Headquarters: SANDY, UT
High-Net-Worth Clients: 82
Average Client Assets: $1 million
Frequently Asked Questions
OLYMPUS PEAKS FINANCIAL, 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 #283040), OLYMPUS PEAKS FINANCIAL, LLC is subject to fiduciary duty under federal law.
OLYMPUS PEAKS FINANCIAL, LLC is headquartered in SANDY, UT.
OLYMPUS PEAKS FINANCIAL, LLC serves 82 high-net-worth clients according to their SEC filing dated January 21, 2026. View client details ↓
According to their SEC Form ADV, OLYMPUS PEAKS FINANCIAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
OLYMPUS PEAKS FINANCIAL, LLC manages $141 million in client assets according to their SEC filing dated January 21, 2026.
According to their SEC Form ADV, OLYMPUS PEAKS FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.00
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 388
Discretionary Accounts: 388
Regulatory Filings
CRD Number: 283040
Filing ID: 2043485
Last Filing Date: 2026-01-21 12:38:37