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
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Olson Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James P. Olson
CRD#: 2388461
Sarasota, FL

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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