Olympia Wealth Management

RIASEC Registered

Total AUM

$20.5M

Discretionary

$20.5M

100% of AUM

Avg account

$427K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Lafayette, California
CRD number: 300261
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Pension & Profit Sharing Plans50.37%
HNWI41.09%
Corporations / Businesses7.29%
Individuals1.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Olympia Wealth Management is an independent, privately owned registered investment adviser operating as a corporation. The firm serves a mix of individual and family clients as well as institutional relationships. Its advisory menu emphasizes financial planning and discretionary portfolio management for individuals, small businesses and institutions, along with pension consulting services. Compensation is a combination of a percentage-of-assets under management and hourly fees. Olympia does not identify itself as an active ESG investor and is not structured as a capital allocator; it also reports an industry affiliation with accounting professionals.