RIA Intel›Advisers›Indiana›OLLIE GRANT PRIVATE WEALTH, LLC

OLLIE GRANT PRIVATE WEALTH, LLC

Advisory

EVANSVILLE, IN

Data as of Aug 17, 2026 · Source: SEC Form ADV

Average account

$3M

across 4 accounts

AUM per adviser

$3M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, NJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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TANGO CAPITAL MANAGEMENT, LLC.

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