Unclaimed Profile

Scott Aikele Bird

OLYMPUS WEALTH MANAGEMENT, LLC·COTTONWOOD HEIGHTS, Utah

Series 7, Series 63, Series 66Clean record12 years registeredOLYMPUS WEALTH MANAGEMENT, LLC

6985 UNION PARK CENTER, COTTONWOOD HEIGHTS, UT 84047CRD# 5380581Firm CRD# 173715

Profile Verification

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

Identity

Scott Aikele Bird · COTTONWOOD HEIGHTS, UT

Registration

CRD #5380581 · OLYMPUS WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

LIDO

Sep 2025 – present

OLYMPUS WEALTH MANAGEMENT, LLC

Feb 2015 – Sep 2025

COTTONWOOD HEIGHTS, UT

CS PLANNING CORP

Nov 2013 – Feb 2015

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · November 20, 2013

Years registered · 12

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 Scott Aikele Bird offer?

Scott Aikele Bird specializes in Financial Planning, Investment Management. Contact their office in COTTONWOOD HEIGHTS, Utah for a consultation.

What are Scott Aikele Bird's credentials?

Scott Aikele Bird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Aikele Bird located?

Scott Aikele Bird 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 Scott Aikele Bird charge for services?

Scott Aikele Bird'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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