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| Olympus Peaks Financial LLC
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|
|
|---|---|
| CRD # | 283040 |
| SEC # | 801-134885 |
| CIK # | |
| AUM | $141.4 M (2026-01-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 801-566-3510 |
| Address | 9035 S 1300 E Ste 120 Sandy, UT 84094 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 35.4 |
| (b) Individuals (high net worth individuals) | 82 | 106.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 141.4 |
| By Discretionary | ||
| Discretionary | 388 | 141.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 388 | 141.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.4 | |
| Total | 388 | 141.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
October Wealth Advisors Inc
✚
|
AR | 0.1 |
|
Equity Advisors of Kentucky Inc
✚
|
KY | 0.1 |
|
Think Different Financial Planning LLC
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|
0.1 | |
|
Clarity Investments Planning LLC
✚
|
NY | 0.1 |
|
Bourke Wealth Management
✚
|
CA | 0.1 |
|
MJB Asset Management LLC
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|
NY | 0.1 |
|
St Clair Financial LLC
✚
|
CA | 0.1 |
|
Derive Wealth LLC
✚
|
CA | 0.1 |
|
Markle Financial LLC
✚
|
WY | 0.1 |
|
Fruge' Capital Advisors LLC
✚
|
MS | 0.1 |