Unclaimed Profile

Donna Barbara Dimaria

OLYMPUS WEALTH MANAGEMENT, LLC·COTTONWOOD HEIGHTS, Utah

SIE, Series 7, Series 14, Series 24, Series 50, Series 54, Series 63, Series 65, Series 79TO, Series 99TOClean record21 years registeredOLYMPUS WEALTH MANAGEMENT, LLC

6985 UNION PARK CENTER, COTTONWOOD HEIGHTS, UT 84047CRD# 1406234Firm CRD# 173715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donna Barbara Dimaria · COTTONWOOD HEIGHTS, UT

Registration

CRD #1406234 · OLYMPUS WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OLYMPUS WEALTH MANAGEMENT, LLC

CORBETT ROAD CAPITAL MANAGEMENT, LLC

Sep 2023 – Dec 2024

Fairport, NY

SUTTER CAPITAL PARTNERS, LLC

Jul 2021 – Sep 2023

IRVINE, CA

XTON FINANCIAL

Mar 2008 – Aug 2022

Penfield, NY

TESSERA CAPITAL PARTNERS, LLC

May 2005 – Aug 2011

PITTSFORD, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 50

Series 54

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · May 23, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OLYMPUS WEALTH MANAGEMENT, LLC

CRD 173715 · SEC 801-80761

AUM

$853M

Regulatory assets under management

Employees

597 client accounts

Services offered by OLYMPUS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OLYMPUS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Donna Barbara Dimaria offer?

Donna Barbara Dimaria specializes in Financial Planning, Investment Management.

What are Donna Barbara Dimaria's credentials?

Donna Barbara Dimaria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Barbara Dimaria located?

Donna Barbara Dimaria is based in COTTONWOOD HEIGHTS, Utah, last registered with OLYMPUS WEALTH MANAGEMENT, LLC.

How does Donna Barbara Dimaria charge for services?

Donna Barbara Dimaria's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OLYMPUS WEALTH MANAGEMENT, LLC?

OLYMPUS WEALTH MANAGEMENT, LLC has approximately 19 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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