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OLYMPUS WEALTH MANAGEMENT, LLC
OLYMPUS WEALTH MANAGEMENT, LLC
COTTONWOOD HEIGHTS, Utah
·
7 registered advisors
·
CRD# 173715
SEC# 801-80761
0
801-449-9600
01
Firm Overview
AUM
$853M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at OLYMPUS WEALTH MANAGEMENT, LLC
7 registered advisors
Donna Barbara Dimaria
COTTONWOOD HEIGHTS, Utah
CRD# 1406234
Heidi Noel Poelman
COTTONWOOD HEIGHTS, Utah
CRD# 6845477
Julie Anne Bird
COTTONWOOD HEIGHTS, Utah
CRD# 6845476
Kurt R Nunez
COTTONWOOD HEIGHTS, Utah
CRD# 4327653
Matthew Thomas Bloomkrull
COTTONWOOD HEIGHTS, Utah
CRD# 4255793
Scott Aikele Bird
COTTONWOOD HEIGHTS, Utah
CRD# 5380581
Scott Stoddard Poelman
COTTONWOOD HEIGHTS, Utah
CRD# 5802068
05
Office Locations
COTTONWOOD HEIGHTS, Utah
7 advisors
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Data sourced from SEC Form ADV filings. OLYMPUS WEALTH MANAGEMENT, LLC (CRD# 173715) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.