Olympia Wealth Management
Olympia Wealth Management (CRD# 300261) is a financial advisory firm headquartered in Lafayette, CA. They manage $15,448,810 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Olympia Wealth Management
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts42ACCOUNTS
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Average Account Value$367,829
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Olympia Wealth Management
1
Suresh Donthineni (CRD# 2284419) is an Investment Advisor Representative working at Olympia Wealth Management in Lafayette, CA and has over 31 years of experience in the finance industry.
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