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Building 2OLYMPIC WEALTH MANAGEMENT LLC

Map pinBOTHELL, WA
Phone(425) 485-4700
NotebookSEC #801-71930
Total AUM
$30.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19515 NORTH CREEK PARKWAY #101
BOTHELL
WA 98011
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(425) 485-4700

ReceiptFinancials

Total AUM
$30.5M
Accounts
435
Discretionary
$20M
Accounts
116
Non-Discretionary
$10.5M
Accounts
319

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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