Olympic Wealth Management LLC

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Assets, Funds, Holdings

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Olympic Wealth Management LLC
CRD #154934
SEC #801-117962
CIK #
AUM $195.0 MM (2024-02-14)
Employees 2 (50% Investors, 0% Brokers)
Phone425-485-4700
Address19125 North Creek Parkway 120
Bothell, WA 98011
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
200160120804002010201520202025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 30 17.3
(b) Individuals (high net worth individuals) 70 126.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 36.3
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 69 14.5
Total 324 195.0
By Discretionary
Discretionary 251 144.1
Non-Discretionary 73 50.9
Total 324 195.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 195.0
Total 324 195.0
Comparable Firms State AUM ($BB)
Norris Financial Group LLC
SC 0.2
Kempner Capital Management Inc
TX 0.2
McNaughton Wealth Management LLC
CA 0.2
Pilgrims Capital Advisors Inc
MI 0.2
Mount Vernon Associates Inc
MD 0.2
Blueprint Partners LLC
MI 0.2
Evergreen Private Wealth LLC
CO 0.2
Ryan & Hoppe Investment Management LLC
MN 0.2
Tieton Capital Management LLC
WA 0.2
Advisory Investor Services LLC
FL 0.2
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