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Olympus Wealth Management, LLC

CRD 173715SEC# 801-80761Cottonwood Heights, UT
Export (members)
No longer SEC-registered. Olympus 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
$850.2M
Employees
18
Accounts
601
Location
Cottonwood Heights, UT

Olympus Wealth Management, LLC assets under management

Olympus Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Cottonwood Heights, UT. It reports $850.2 million in regulatory assets under management and employs 18 people.

Olympus Wealth Management, LLC owners & executives

17 reported
NameTitleOwnershipSince
Donna Barbara DimariaChief Compliance OfficerUnder 5%2024
Fidelity Investments Charitable Gift FundMemberUnder 5%2025
Matthew Thomas Bloom-Krull ControlManagerUnder 5%2015
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Frequently asked questions

How much does Olympus Wealth Management, LLC manage?

Olympus Wealth Management, LLC reports $850.2 million in regulatory assets under management on its Form ADV.

How many employees does Olympus Wealth Management, LLC have?

Olympus Wealth Management, LLC reports 18 employees.

Where is Olympus Wealth Management, LLC located?

Olympus Wealth Management, LLC is based in Cottonwood Heights, UT.

Does Olympus Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$707.2M
Non-discretionary$143M
Total (RAUM)$850.2M