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Olympic Wealth Management LLC

CRD 154934SEC# 801-117962Bothell, WA
Export (members)
No longer SEC-registered. Olympic Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$209.4M
Employees
2
Accounts
335
Location
Bothell, WA

Olympic Wealth Management LLC assets under management

Olympic Wealth Management LLC operates as an SEC-registered investment adviser based in Bothell, WA. It reports $209.4 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Olympic Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Eric Raymond Cumley ControlChief Compliance Officer & OwnerOver 75%2010

Frequently asked questions

How much does Olympic Wealth Management LLC manage?

Olympic Wealth Management LLC reports $209.4 million in regulatory assets under management on its Form ADV.

How many employees does Olympic Wealth Management LLC have?

Olympic Wealth Management LLC reports 2 employees.

Where is Olympic Wealth Management LLC located?

Olympic Wealth Management LLC is based in Bothell, WA.

Does Olympic Wealth Management LLC disclose fund performance?

Olympic Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19125 North Creek Parkway #120, Bothell, WA 98011
Office hours9:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$162.1M
Non-discretionary$47.3M
Total (RAUM)$209.4M