Olson Wealth Management, Inc.

Overview

Olson Wealth Management, Inc. is a privately held corporation that provides fee-based portfolio management primarily to individual and family clients as well as some institutional relationships. The firm operates as a registered representative of a broker-dealer and focuses on managing portfolios for individuals and small businesses, charging advisory fees calculated as a percentage of assets under management. Ownership is held by an individual and the firm reports an affiliation with an insurance company for certain business activities. Olson Wealth Management is not positioned as an ESG-focused manager, is not a multi-state adviser, and is not described as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives