OLIVER WEALTH MANAGEMENT
Firm details
- Headquarters
- TOWSON, Maryland
- CRD number
- 314867
- Registered since
- June 21, 2021
- Website
- oliverwealth.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.86%
- Individuals30.45%
- Pension & Profit Sharing Plans1.27%
- Charitable Organizations0.36%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Oliver Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of third-party managers, and the firm identifies itself as a capital allocator rather than a single-strategy shop. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not marked as an active ESG investor. It uses a mix of direct portfolio management and manager selection, which suggests a hybrid model that combines in-house discretionary management with allocations to external fund managers when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
- Other2%
- Non-Exchange Traded Equities1%
Contacts
3 of 5Joseph Plume
Financial Planning AssociateCRD 6826151
ANDREW KNACHEL
Financial Planning AssociateCRD 7343850
George Boudreau
Financial Planning AssociateCRD 8230962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 220Active vs passive
$109M in ETFs
45%
$48.8M
50%
$60.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $13.7M | 31,827 | 12.55% |
Location
TOWSON, MD
BALTIMORE
Location
TOWSON, MD
Headquartered in TOWSON, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE
- Address
- 901 Dulaney Valley Rd
- Time zone
- ET (UTC-5)
- Office locations
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