Olson Investment Advisors LLC

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Assets, Funds, Holdings

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Olson Investment Advisors LLC
CRD #104890
SEC #801-18362
CIK #
AUM $143.0 MM (2024-02-09)
Employees 2 (50% Investors, 100% Brokers)
Phone206-839-4550
Address1715 114th Ave SE
Bellevue, WA 98004
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
16012896643202001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 164 49.6
(b) Individuals (high net worth individuals) 73 93.4
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 347 143.0
By Discretionary
Discretionary 335 141.0
Non-Discretionary 12 2.0
Total 347 143.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 143.0
Total 347 143.0
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Kinetic Wealth Investment Advisors LLC
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Heritage Wealth Partners LLC
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Great River Financial LLC
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