Olive Wealth Management

Olive Wealth Management (CRD# 284132) is a financial advisory firm headquartered in Houston, TX. They manage $56,245,666 in 258 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1333 Heights Boulevard, Suite 101, Houston, TX 77008
http://olivewm.com/
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $218,006
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Olive Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Klinton Olive, financial advisor Houston TX
Klinton R. Olive
CRD#: 5231147
1333 Heights Boulevard, Suite 101, Houston, TX 77008

Klinton Olive (CRD# 5231147) is an Investment Advisor Representative working at Olive Wealth Management in Houston, TX and has over 17 years of experience in the finance industry.

2
Jared Tobin, financial advisor Houston TX
Jared Tobin
CRD#: 7611899
1333 Heights Boulevard, Suite 101, Houston, TX 77008

Jared Tobin (CRD# 7611899) is an Investment Advisor Representative working at Olive Wealth Management in Houston, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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