Hedge Fund Database

OLYMPUS WEALTH MANAGEMENT, LLC

Adviser information for OLYMPUS WEALTH MANAGEMENT, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Utah, United States

Employees

Total Number of Employees 19
Investment Advisory/Research 15
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 13
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 283 $699.4M
Non-Discretionary 314 $153.3M
Total 597 $852.7M

Clients

Type Number RAUM
Individuals 42 $9.7M
HNW Individuals 120 $317.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 1 $36.2M
Pension and profit sharing plans 0 $0
Charitable organizations <5 $174.5M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 39 $314.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)CONSULTING (MULTI-FAMILY OFFICE AND PRIVATE INVESTMENTS)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-80761
SEC ERA File Number 801-80761
SEC CIK Numbers 1995674
SEC CRD Numbers 173715
Legal Entity Identifier None

Principal Office

6985 UNION PARK CENTER
SUITE 435
COTTONWOOD HEIGHTS
UT
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 801-449-9600, Fax: 801-449-9606

Websites

www.facebook.com/olympuswealthmanagement www.linkedin.com/company/olympus-wealth-management-llc www.olympuswealthmanagement.com twitter.com/olympus_wealth

Chief Compliance Officer

MARGUERITE TAVARES
1350 COLUMBIA STREET
SUITE 300
SAN DIEGO
CA
United States
Tel: (561) 696-5102
(Full email address available in API data)

Regulatory Contact

MATT KRULL
MANAGING PARTNER
6985 UNION PART CENTER
SUITE 435
COTTONWOOD HEIGHTS
UT
United States
Tel: 801-449-9603
Fax: 801-449-9606
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BLOOMKRULL, MATTHEW, THOMAS Individual – MEMBER & MANAGER 01/2015 25-50%
THE BIRD FAMILY TRUST Domestic Entity – MEMBER 04/2017 25-50%
BIRD, SCOTT, AIKELE Individual THE BIRD FAMILY TRUST TRUSTEE 04/2017
BIRD, JULIE, ANNE Individual THE BIRD FAMILY TRUST TRUSTEE 04/2017
LSC ADVENTURE 818 LLC Domestic Entity – MEMBER 09/2021 25-50%
LSC CAPTAIN 818 TRUST Domestic Entity LSC ADVENTURE 818 LLC MEMBER 09/2021 > 75%
POELMAN, SCOTT, STODDARD Individual LSC CAPTAIN 818 TRUST INVESTMENT TRUSTEE 09/2021
POELMAN, HEIDI, NOEL Individual LSC CAPTAIN 818 TRUST INVESTMENT TRUSTEE 09/2021
POELMAN, SCOTT, STODDARD Individual – MANAGER 01/2015 25-50%
BIRD, SCOTT, AIKELE Individual – MANAGER 01/2015 25-50%
POELMAN, SCOTT, STODDARD Individual LSC ADVENTURE 818 LLC MANAGER 09/2021
TAVARES, MARGUERITE, AMARAL Individual – CHIEF COMPLIANCE OFFICER 04/2022 < 5%

No. Employees, Historic

2010020202021202220232024202512 on 3/31/202012 on 5/14/202012 on 6/30/202015 on 3/29/202115 on 6/18/202115 on 10/27/202115 on 3/31/202215 on 5/2/202215 on 5/19/202215 on 5/26/202215 on 7/28/202215 on 10/5/202217 on 3/28/202319 on 3/21/2024

RAUM, Historic

900M450M0202020212022202320242025629680228 on 3/31/2020629680228 on 5/14/2020629680228 on 6/30/2020683040792 on 3/29/2021683040792 on 6/18/2021683040792 on 10/27/2021863433709 on 3/31/2022863433709 on 5/2/2022863433709 on 5/19/2022863433709 on 5/26/2022863433709 on 7/28/2022863433709 on 10/5/2022787732646 on 3/28/2023852696734 on 3/21/2024

No. Clients, Historic

3001500202020212022202320242025100 on 3/31/2020100 on 5/14/2020100 on 6/30/2020127 on 3/29/2021127 on 6/18/2021127 on 10/27/2021185 on 3/31/2022185 on 5/2/2022185 on 5/19/2022185 on 5/26/2022185 on 7/28/2022185 on 10/5/2022234 on 3/28/2023205 on 3/21/2024

Holdings

From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
GOLDMAN SACHS BDC INC SHS 928K 62K –
INVESCO DB COMMDY INDX TRCK UNIT 10M 411K –
ISHARES INC CORE MSCI EMKT 23M 433K –
ISHARES TR CORE MSCI EAFE 58M 799K –
ISHARES TR CORE S&P MCP ETF 9M 158K –
ISHARES TR TIPS BD ETF 7M 67K –
ISHARES TR RUS 1000 GRW ETF 6M 15K –
ISHARES TR MSCI EAFE ETF 11M 137K –
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 7M 143K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 33M 430K –
SELECT SECTOR SPDR TR RL EST SEL SEC 7M 188K –
SPDR GOLD TR GOLD SHS 10M 48K –
SPDR S&P 500 ETF TR TR UNIT 81M 149K –
VANGUARD INDEX FDS S&P 500 ETF SHS 48M 96K –
J P MORGAN EXCHANGE TRADED F INFLATION MANAGE 222K 5K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 4M 86K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 3M 78K –