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Building 2OLYMPUS WEALTH MANAGEMENT, LLC

Map pinCOTTONWOOD HEIGHTS, UT
Phone801-449-9600
NotebookSEC #801-80761
Total AUM
$850.2M
Employees
18
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6985 UNION PARK CENTER
SUITE 435
COTTONWOOD HEIGHTS
UT 84047
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
801-449-9600

ReceiptFinancials

Total AUM
$850.2M
Accounts
601
Discretionary
$707.2M
Accounts
297
Non-Discretionary
$143M
Accounts
304

ContactClients

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Individual Clients
37
AUM
$6.7M
HNW Individual Clients
124
AUM
$333.6M
Pooled Vehicle Clients
1
AUM
$35.7M
Charitable Organization Clients
3
AUM
$182.7M
Corporation or Business Clients
36
AUM
$291.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING (MULTI-FAMILY OFFICE AND PRIVATE INVESTMENTS)
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIDMAMNTXUT

HandshakeAffiliates

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

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