Olympus Wealth Management, LLC

Olympus Wealth Management, LLC (CRD# 173715) is a financial advisory firm headquartered in Cottonwood Heights, UT. They manage $123,800,000 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $1,391,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
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.

UT

Financial Advisors at Olympus Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew T. Bloomkrull
CRD#: 4255793
6995 Union Park Center, Suite 140, Cottonwood Heights, UT 84047
96
Wealthminder
score

Matthew Bloomkrull (CRD# 4255793) 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. Matthew Bloomkrull 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.

2
Scott A. Bird
CRD#: 5380581
6995 Union Park Center, Suite 140, Cottonwood Heights, UT 84047
93
Wealthminder
score

Scott Bird (CRD# 5380581) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 8 years of experience in the finance industry.

3
Scott S. Poelman
CRD#: 5802068
6995 Union Park Center, Suite 140, Cottonwood Heights, UT 84047
93
Wealthminder
score

Scott Poelman (CRD# 5802068) 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.

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