OLYMPUS WEALTH MANAGEMENT, LLC

6985 Union Park Center
Suite 435
Cottonwood Heights, Utah 84047
Tel: 801-449-9600

About OLYMPUS WEALTH MANAGEMENT, LLC

OLYMPUS WEALTH MANAGEMENT, LLC, formally registered with the SEC as OLYMPUS WEALTH MANAGEMENT, LLC. The firm was established in 01/02/2015. They have over 1 offices throughout the country.

OLYMPUS WEALTH MANAGEMENT, LLC is a Cottonwood Heights, Utah based Financial Planning firm with nearly $852,696,734 assets under management, offering retirement planning & investment advisory services to 597 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173715
SEC#	801-80761
Assets Managed by Firm	$852,696,734
No. of Clients	597
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSULTING (MULTI-FAMILY OFFICE AND PRIVATE INVESTMENTS))

Firm Client Information

	No. of Clients	AUM
Firm Total	597	$852,696,734
Individuals (other than high net worth individuals)	42	$9,705,663
High net worth individuals	120	$317,329,739
Charitable organizations	3	$174,536,188
Corporations or other businesses	39	$314,887,422

More Retirement Planning firms in Cottonwood Heights, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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