RIA Intel›Advisers›Florida›OLSON WEALTH MANAGEMENT, INC.

OLSON WEALTH MANAGEMENT, INC.

Advisory

FL

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in FL

#1,652

of 2,610 advisers by AUM

Average account

$911K

across 51 accounts

AUM per adviser

$46M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$46M

Discretionary AUM$42M

Non-Discretionary AUM$5M

Discretionary %90.1%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

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

51 clients

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

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Advisers of similar size in FL

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

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PREDATOR CAPITAL MANAGEMENT LLC

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$47M

SPENCER SMITH ASSET MANAGEMENT, INC.

$46M

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