OLIVER WEALTH MANAGEMENT

901 Dulaney Valley Road
Suite 701
Towson, Maryland 21204
Tel: (410) 343-7125

About OLIVER WEALTH MANAGEMENT

OLIVER WEALTH MANAGEMENT, formally registered with the SEC as OLIVER WEALTH MANAGEMENT. The firm was established in 06/21/2021. They have over 3 offices throughout the country.

OLIVER WEALTH MANAGEMENT is a Towson, Maryland based Financial Planning firm with nearly $290,000,000 assets under management, offering retirement planning & investment advisory services to 1500 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314867
SEC#	801-121543
Assets Managed by Firm	$290,000,000
No. of Clients	1500
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1500	$290,000,000
Individuals (other than high net worth individuals)	597	$90,000,000
High net worth individuals	60	$200,000,000

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