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| Happy Holidays!! thanks for using AUM13F!! |
| Olympus Wealth Management LLC
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| CRD # | 173715 |
| SEC # | 801-80761 |
| CIK # | 0001995674 |
| AUM | $850.2 M (2025-07-03) |
| Employees | 18 (72% Investors, 0% Brokers) |
| Phone | 801-449-9600 |
| Address | 6985 Union Park Center Cottonwood Heights, UT 84047 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001995674 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 4.7 | ||
| Powershares DB Commodity Index Tracking Fund | 3.3 | ||
| World Currency Gold Trust | 2.3 | ||
| Goldman Sachs BDC Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 6.7 |
| (b) Individuals (high net worth individuals) | 124 | 333.6 |
| (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 | 35.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 182.7 |
| (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 | 36 | 291.5 |
| (n) Other | 0 | 0.0 |
| Total | 601 | 850.2 |
| By Discretionary | ||
| Discretionary | 297 | 707.2 |
| Non-Discretionary | 304 | 143.0 |
| Total | 601 | 850.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 850.2 | |
| Total | 601 | 850.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001995674] |
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|---|---|---|
|
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✚
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IL | 0.9 |
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The Fairman Group LLC
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PA | 0.9 |
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Clearview Financial Partners LLC
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BlueSky Wealth Advisors LLC
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NC | 0.8 |
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HH Capital Management Inc
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CA | 0.8 |