RIA Intel›Advisers›Colorado›OLSEN FAMILY FINANCIAL, LLC

OLSEN FAMILY FINANCIAL, LLC

Advisory

CO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$70K

across 199 accounts

AUM per adviser

$5M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, FL, GA, OH, TX, VA

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

46 clients

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

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Advisers of similar size in CO

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

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LIFETIME WEALTH ADVISORS, LLC

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$14M

NORTON-BARKLEY ASSET MANAGEMENT,LLC

$14M

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