Olympus Wealth Management

  • Investment Bank/Securities Brokerage
  • Cottonwood Heights UT
  • 23 employees
  • Investment Management
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Company Overview

Headquarters
6985 Union Park Center Suite 435, Cottonwood Heights UT
Website
olympuswealthmanagement.com
Phone
(801) 449-9600
Employees
23
Founded it
2013
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 561 Companies
NAICS Code 56 Companies
NAICS Code 5611 Companies
NAICS Code 561110 Companies
NAICS Code 56111 Companies
SIC Code
SIC Code 87 Companies
SIC Code 73 Companies
SIC Code 874 Companies
SIC Code 736 Companies
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Financials & Stats

Revenue

$6B

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Who is Olympus Wealth Management

Olympus Wealth Management is an investment management firm located in Midvale, Utah. The firm employs 17 individuals and generates revenue exceeding $10,000. Founded by experienced partners specializing in serving high-net-worth and ultra-high-net-worth families, Olympus Wealth Management focuses on providing tailored solutions for wealthy individuals. The company offers comprehensive wealth management services, including sophisticated planning, investment management, and exceptional customer service. Their approach centers around understanding clients' aspirations and objectives, guiding their planning and investment strategies accordingly. Olympus Wealth Management prides itself on independence, enabling them to act as unbiased fiduciaries and access premier global resources and advice. They emphasize customization, ensuring their solutions are precisely aligned with the unique needs and goals of each client. For further details regarding advisory services, disclosures, and the firm's offerings, interested parties can visit Olympus Wealth Management's website at www.olympuswealthmanagement.com.

Company Leadership

Scott Poelman

Co-Founder and Managing Partner

Scott Bird

Co-Founder and Managing Partner

Olympus Wealth Management Industry Tags

Sophisticated Planning
Investment Management
First-Class Service
Multi-Family Office
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Olympus Wealth Management Tech Stack

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FAQ

What is the location of Olympus Wealth Management's headquarters?
The headquarters of Olympus Wealth Management are situated at Cottonwood Heights UT
What is Olympus Wealth Management's phone number?
Olympus Wealth Management's contact number is (801) 449-9600.
What is Olympus Wealth Management's official website?
The official website of Olympus Wealth Management can be found at olympuswealthmanagement.com.
How many employees does Olympus Wealth Management currently have?
Olympus Wealth Management employs approximately 23+ people
Which industries is Olympus Wealth Management primarily operating in?
Olympus Wealth Management operates in the following industries: Investment Management
Who is the Co-Founder and Managing Partner of Olympus Wealth Management?
Olympus Wealth Management's Co-Founder and Managing Partner is Scott Poelman
What are Olympus Wealth Management's industry tags?
Olympus Wealth Management's industry tags include: Sophisticated Planning, Investment Management, First-Class Service
When was Olympus Wealth Management founded?
Olympus Wealth Management was founded in 2013.

Employee Directory

Key Employees

Matthew Bloom-Krull

Co-Founder and Managing Partner