RIA Intel›Advisers›Utah›OLYMPUS WEALTH MANAGEMENT, LLC

OLYMPUS WEALTH MANAGEMENT, LLC

Advisory

N·COTTONWOOD HEIGHTS, UT

Data as of May 24, 2024 · Source: SEC Form ADV

Total AUM

$850M

1-Year AUM Growth

+8.3%

3-Year CAGR

+7.9%

Employees

13

Assets Under Management

Total AUM$850M

Discretionary AUM$707M

Non-Discretionary AUM$143M

Discretionary %83.2%

Total Clients201

Team

Total Employees13

Investment Advisers18

Employee Growth (1Y)+50.0%

Filing History

Total Filings on Record27

First FilingDec 12, 2014

Latest FilingMay 24, 2024

🔒 Full AUM trend chart and 27 historical filings spanning 10+ 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 OLYMPUS WEALTH MANAGEMENT, LLC

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