Olympus Wealth Management, LLC

Olympus Wealth Management, LLC (CRD# 173715) is a financial advisory firm headquartered in Cottonwood Heights, UT. They manage $852,696,734 in 597 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    853
    MILLION
  • Total Number of Accounts
    597
    ACCOUNTS
  • Average Account Value
    $1,428,303
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, ID, IL, MA, MN, TX, UT, WY

Financial Advisors at Olympus Wealth Management, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Scott A. Bird
CRD#: 5380581
6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047

Scott Bird (CRD# 5380581) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 16 years of experience in the finance industry.

2
Matthew T. Bloom-Krull
CRD#: 4255793
6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047

Matthew Bloom-Krull (CRD# 4255793) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 23 years of experience in the finance industry.

3
Jordan L. Eyre
CRD#: 6998123
6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047

Jordan Eyre (CRD# 6998123) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 5 years of experience in the finance industry.

4
Carol Lens
CRD#: 5344475
6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047

Carol Lens (CRD# 5344475) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 15 years of experience in the finance industry.

5
Travis M. Peugnet
CRD#: 6619978
6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047

Travis Peugnet (CRD# 6619978) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 6 years of experience in the finance industry.

6
Scott S. Poelman
CRD#: 5802068
6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047

Scott Poelman (CRD# 5802068) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 13 years of experience in the finance industry.

7
Audrey C. Dalsass
CRD#: 7597215
6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047

Audrey Dalsass (CRD# 7597215) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has 1 year of experience in the finance industry.

8
Ryan P. Gardner
CRD#: 6687321
6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047

Ryan Gardner (CRD# 6687321) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 7 years of experience in the finance industry.

9
John J. Mather
CRD#: 6981103
6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047

John Mather (CRD# 6981103) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 5 years of experience in the finance industry.

10
Trent J. Morgan
CRD#: 7807004
6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047

Trent Morgan (CRD# 7807004) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has 1 year of experience in the finance industry.

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