RIA Intel›Advisers›Washington›OLYMPIC WEALTH MANAGEMENT LLC

OLYMPIC WEALTH MANAGEMENT LLC

Advisory

N·BOTHELL, WA

Data as of Feb 14, 2024 · Source: SEC Form ADV

Total AUM

$209M

1-Year AUM Growth

+25.7%

3-Year CAGR

+9.0%

Employees

1

Assets Under Management

Total AUM$209M

Discretionary AUM$162M

Non-Discretionary AUM$47M

Discretionary %77.4%

Total Clients165

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingOct 15, 2010

Latest FilingFeb 14, 2024

🔒 Full AUM trend chart and 18 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OLYMPIC WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.