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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| OLIO Financial Planning LLC
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|---|---|
| CRD # | 282355 |
| SEC # | 801-111849 |
| CIK # | 0001906676, 0001906766 |
| AUM | $491.9 M (2025-03-06) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 703-459-9299 |
| Address | 1751 Pinnacle Drive Mclean, VA 22102-4007 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 2.8 | ||
| Apple Inc | 1.7 | ||
| Amazon Com Inc | 0.9 | ||
| Booz Allen Hamilton Holding Corp | 0.7 | ||
| Nvidia Corp | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 94.3 |
| (b) Individuals (high net worth individuals) | 147 | 384.4 |
| (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 | 9.0 |
| (h) Charitable organizations | 0 | 2.5 |
| (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 | 7 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,586 | 491.9 |
| By Discretionary | ||
| Discretionary | 1,548 | 475.4 |
| Non-Discretionary | 38 | 16.4 |
| Total | 1,586 | 491.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 491.9 | |
| Total | 1,586 | 491.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906766] |
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IN | 0.5 |
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NY | 0.5 |
|
Jackson Square Capital LLC
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CA | 0.5 |
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TX | 0.5 |