Olympic Wealth Management LLC
Olympic Wealth Management LLC (CRD# 154934) is a financial advisory firm headquartered in Bothell, WA. They manage $70,178,000 in 321 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management70MILLION
Total Number of Accounts321ACCOUNTS
Average Account Value$218,623
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Eric Cumley (CRD# 4085668) is an Investment Advisor Representative working at Olympic Wealth Management LLC in Bothell, WA and has over 17 years of experience in the finance industry. Eric Cumley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.