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| OLIO Financial Planning LLC
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|---|---|
| CRD # | 282355 |
| SEC # | 801-111849 |
| CIK # | 0001906676, 0001906766 |
| AUM | 600.5 M (2026-03-04) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 703-459-9299 |
| Address | 1751 Pinnacle Drive Mclean, VA 22102-4007 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 3.6 | ||
| Apple Inc | 3.0 | ||
| Amazon Com Inc | 0.8 | ||
| Nvidia Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 113.2 |
| (b) Individuals (high net worth individuals) | 153 | 471.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 10.9 |
| (h) Charitable organizations | 0 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,640 | 600.5 |
| By Discretionary | ||
| Discretionary | 1,614 | 587.4 |
| Non-Discretionary | 26 | 13.1 |
| Total | 1,640 | 600.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 600.5 | |
| Total | 1,640 | 600.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906766] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
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