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Eric Raymond Cumley

OLYMPIC WEALTH MANAGEMENT LLC·BOTHELL, Washington
Series 7, Series 63, Series 65Clean record20 years registeredOLYMPIC WEALTH MANAGEMENT LLC
19125 NORTH CREEK PARKWAY #120, BOTHELL, WA 98011CRD# 4085668Firm CRD# 154934

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Raymond Cumley · BOTHELL, WA
Registration
CRD #4085668 · OLYMPIC WEALTH MANAGEMENT LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

MERIT FINANCIAL ADVISORS
Jun 2025 – present
OLYMPIC WEALTH MANAGEMENT LLC
Nov 2010 – Jun 2025
BOTHELL, WA
EDWARD JONES
Apr 2006 – Nov 2010
WOODINVILLE, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 17, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OLYMPIC WEALTH MANAGEMENT LLC
CRD 154934 · SEC 801-117962
AUM
$195M
Regulatory assets under management
Employees
2
324 client accounts
Services offered by OLYMPIC WEALTH MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at OLYMPIC WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Eric Raymond Cumley offer?
Eric Raymond Cumley specializes in Investment Management, Fee-Only Advisory. Contact their office in BOTHELL, Washington for a consultation.
What are Eric Raymond Cumley's credentials?
Eric Raymond Cumley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Raymond Cumley located?
Eric Raymond Cumley is based in BOTHELL, Washington, working with OLYMPIC WEALTH MANAGEMENT LLC. Their office serves clients in the BOTHELL metropolitan area and surrounding communities.
How does Eric Raymond Cumley charge for services?
Eric Raymond Cumley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLYMPIC WEALTH MANAGEMENT LLC?
OLYMPIC WEALTH MANAGEMENT LLC has approximately 2 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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