OLYMPIC WEALTH MANAGEMENT LLC

19125 North Creek Parkway #120
Bothell, Washington 98011
Tel: (425) 485-4700

About OLYMPIC WEALTH MANAGEMENT LLC

OLYMPIC WEALTH MANAGEMENT LLC, formally registered with the SEC as OLYMPIC WEALTH MANAGEMENT LLC. The firm was established in 01/16/2020. They have over 1 offices throughout the country.

OLYMPIC WEALTH MANAGEMENT LLC is a Bothell, Washington based Financial Planning firm with nearly $209,397,830 assets under management, offering retirement planning & investment advisory services to 335 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154934
SEC#	801-117962
Assets Managed by Firm	$209,397,830
No. of Clients	335
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (RETIREMENT PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	335	$209,397,830
Individuals (other than high net worth individuals)	27	$14,022,482
High net worth individuals	75	$148,110,128
Pension and profit sharing plans	4	$40,658,840

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