Olympic Wealth Management LLC

Olympic Wealth Management LLC (CRD# 154934) is a financial advisory firm headquartered in Bothell, WA. They manage $105,731,852 in 106 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Olympic Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
Eric Cumley
CRD#: 4085668
Bothell, WA 98011

Eric Cumley (CRD# 4085668) is an Investment Advisor Representative working at Olympic Wealth Management LLC in Bothell, WA and has over 19 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.

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