⚲
|
Olympic Wealth Management LLC
✚
| |
---|---|
CRD # | 154934 |
SEC # | 801-117962 |
CIK # | |
AUM | $195.0 MM (2024-02-14) |
Employees | 2 (50% Investors, 0% Brokers) |
Phone | 425-485-4700 |
Address | 19125 North Creek Parkway 120 Bothell, WA 98011 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
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 |