Olson Wealth Management, Inc.
Olson Wealth Management, Inc. (CRD# 169452) is a financial advisory firm headquartered in , . They manage $44,231,225 in 97 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Olson Wealth Management, Inc.
By the Numbers
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Total Assets Under Management44MILLION
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Total Number of Accounts97ACCOUNTS
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Average Account Value$455,992
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Olson Wealth Management, Inc.
1
James Olson (CRD# 2388461) is an Investment Advisor Representative working at Olson Wealth Management, Inc. in Sarasota, FL and has over 30 years of experience in the finance industry.
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