OLEA ADVISORY SERVICES

Overview

Olea Advisory Services is organized as a limited liability company and operates as a domestic capital allocator that combines advisory work with broker-dealer and insurance distribution activities. The firm charges both asset-based fees and fixed fees. Its advisory scope is focused on financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. Regulatory details such as SEC registration year are not specified in the source material. The firm does not identify as an active ESG investor, and it is described as neither multi‑state nor newly formed.

Investments & Alternatives

Location & Offices