Olson Wealth Management

Overview

Olson Wealth Management is a privately owned, independent registered investment adviser organized as an LLC and run by an individual owner. The firm serves individual and family clients as well as some institutional relationships. Core advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Olson also operates as an insurance broker, indicating it can place insurance products alongside investment advice. Fee arrangements combine a percentage-of-AUM model with the availability of hourly charges for specific engagements. The firm is not identified as an active ESG investor and is not documented as a multi-state adviser. Fields in the record indicate it is not positioned as a capital allocator or pension consultant, and there are no entries showing related-adviser relationships.

Assets & Accounts

Investments & Alternatives