Unclaimed Profile

Matthew Thomas Bloomkrull

OLYMPUS WEALTH MANAGEMENT, LLC·COTTONWOOD HEIGHTS, Utah

Series 7, Series 9, Series 10, Series 63, Series 66Clean record20 years registeredOLYMPUS WEALTH MANAGEMENT, LLC

6985 UNION PARK CENTER, COTTONWOOD HEIGHTS, UT 84047CRD# 4255793Firm CRD# 173715

Profile Verification

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

Identity

Matthew Thomas Bloomkrull · COTTONWOOD HEIGHTS, UT

Registration

CRD #4255793 · OLYMPUS WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

LIDO

Sep 2025 – present

OLYMPUS WEALTH MANAGEMENT, LLC

Mar 2015 – Sep 2025

COTTONWOOD HEIGHTS, UT

CS PLANNING CORP

May 2013 – Feb 2015

PORTLAND, OR

J.P. MORGAN SECURITIES LLC

Sep 2012 – May 2013

CENTERVILLE, UT

J.P. MORGAN SECURITIES LLC

Oct 2008 – May 2012

CENTERVILLE, UT

J. P. MORGAN SECURITIES INC.

May 2008 – Oct 2008

SALT LAKE CITY, UT

BANC OF AMERICA INVESTMENT SERVICES, INC.

Aug 2005 – Jun 2006

CHARLOTTESVILLE, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · August 26, 2005

Years registered · 20

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 Matthew Thomas Bloomkrull offer?

Matthew Thomas Bloomkrull specializes in Financial Planning, Investment Management. Contact their office in COTTONWOOD HEIGHTS, Utah for a consultation.

What are Matthew Thomas Bloomkrull's credentials?

Matthew Thomas Bloomkrull is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Thomas Bloomkrull located?

Matthew Thomas Bloomkrull is based in COTTONWOOD HEIGHTS, Utah, working with OLYMPUS WEALTH MANAGEMENT, LLC. Their office serves clients in the COTTONWOOD HEIGHTS metropolitan area and surrounding communities.

How does Matthew Thomas Bloomkrull charge for services?

Matthew Thomas Bloomkrull'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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