Olympic Wealth Management LLC
Olympic Wealth Management LLC (CRD# 154934) is a financial advisory firm headquartered in Bothell, WA. They manage $194,996,834 in 324 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Olympic Wealth Management LLC
By the Numbers
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Total Assets Under Management195MILLION
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Total Number of Accounts324ACCOUNTS
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Average Account Value$601,842
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, WA
Financial Advisors at Olympic Wealth Management LLC
1
Eric Cumley (CRD# 4085668) is an Investment Advisor Representative working at Olympic Wealth Management LLC in Bothell, WA and has over 24 years of experience in the finance industry.
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