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Building 2OLYMPIC WEALTH MANAGEMENT LLC

Map pinBOTHELL, WA
Phone(425) 485-4700
NotebookSEC #801-117962
Total AUM
$209.4M
Employees
2
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19125 NORTH CREEK PARKWAY #120
BOTHELL
WA 98011
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(425) 485-4700

ReceiptFinancials

Total AUM
$209.4M
Accounts
335
Discretionary
$162.1M
Accounts
272
Non-Discretionary
$47.3M
Accounts
63

ContactClients

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Individual Clients
27
AUM
$14M
HNW Individual Clients
75
AUM
$148.1M
Pension/Profit Sharing Plan Clients
4
AUM
$40.7M
Other Clients
59
AUM
$6.6M
Description of Other Clients
NON-DISCRETIONARY

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
RETIREMENT PLANNING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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