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| Olympus Wealth Management LLC
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| |
|---|---|
| CRD # | 173715 |
| SEC # | 801-80761 |
| CIK # | 0001995674 |
| AUM | $852.7 MM (2024-05-24) |
| Employees | 19 (79% Investors, 0% Brokers) |
| Phone | 801-449-9600 |
| Address | 6985 Union Park Center Cottonwood Heights, UT 84047 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 10.4 | ||
| DBC | 9.6 | ||
| GSBD | 1,787.2 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 9.7 |
| (b) Individuals (high net worth individuals) | 120 | 317.3 |
| (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 | 1 | 36.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 174.5 |
| (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 | 39 | 314.9 |
| (n) Other | 0 | 0.0 |
| Total | 597 | 852.7 |
| By Discretionary | ||
| Discretionary | 283 | 699.4 |
| Non-Discretionary | 314 | 153.3 |
| Total | 597 | 852.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 852.7 | |
| Total | 597 | 852.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001995674] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Andbanc Advisory LLC
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FL | 0.9 |
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Morris & Wells Wealth Management
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VA | 0.9 |
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LJI Wealth Management LLC
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IN | 0.9 |
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Brightside Advisory Partners LLC
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MD | 0.9 |
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Arthur M Cohen & Associates LLC
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IL | 0.9 |
|
180 Wealth Advisors LLC
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WA | 0.9 |
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Oppenheimer Investment Management LLC
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NY | 0.9 |
|
Summit Asset Management LLC
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TN | 0.9 |
|
Fusion Investment Advisors LLC
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TX | 0.8 |
|
Blueprint Investment Partners LLC
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NC | 0.8 |