OLIVE WEALTH MANAGEMENT

Overview

Olive Wealth Management is a small, fee-based advisory firm organized as an LLC that focuses on portfolio management for individuals, families and small businesses. The firm operates primarily on a percentage-of-AUM fee model and runs largely discretionary mandates, which suggests its investment process centers on ongoing manager and asset allocation decisions rather than one-off financial planning engagements. Olive is not positioned as an ESG investor and is not structured as a multi-state or institutional pension consultant; its client base is individual and family households. Investment activity shows a clear tilt toward pooled public funds for core exposures while tapping external managers for non-traditional allocations. The firm appears to prioritize access to third‑party strategies—both mutual funds and alternative fund managers—over concentrated single-stock portfolios, and it uses annuity products as part of its toolkit for certain client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices