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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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