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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Olympic Wealth Management LLC
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|---|---|
| CRD # | 154934 |
| SEC # | 801-117962 |
| CIK # | |
| AUM | $209.4 M (2025-01-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 425-485-4700 |
| Address | 19125 North Creek Parkway 120 Bothell, WA 98011 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 14.0 |
| (b) Individuals (high net worth individuals) | 75 | 148.1 |
| (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 | 40.7 |
| (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 | 59 | 6.6 |
| Total | 335 | 209.4 |
| By Discretionary | ||
| Discretionary | 272 | 162.1 |
| Non-Discretionary | 63 | 47.3 |
| Total | 335 | 209.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 209.4 | |
| Total | 335 | 209.4 |
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