OLYMPIA WEALTH MANAGEMENT

Overview

Olympia Wealth Management is an independent, privately owned registered investment adviser that serves both individuals and institutions. The firm’s advisory scope centers on financial planning and discretionary portfolio management for individuals, small businesses and institutional clients, and it also offers pension consulting services. Fee arrangements combine asset-based billing and hourly charges, which supports both ongoing portfolio oversight and project-based planning work. Investment emphasis is on liquid equity exposure, with a clear preference toward exchange-traded equities as the dominant sleeve of client portfolios. Olympia does not position itself as a capital allocator to other managers; instead, it implements portfolios using mutual funds, exchange-traded instruments and third-party real estate vehicles. The firm is not described as an active ESG investor and maintains a single-state regulatory footprint. Industry ties include relationships with accounting professionals, which aligns with the firm’s planning and tax-aware implementation focus. Custody relationships with full-service broker-dealers and execution-focused platforms support their equity-first approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices