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 in
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 a financial advisory firm headquartered in Cottonwood Heights, Utah. The company employs 23 individuals and generates an annual revenue of $6.3 million. Olympus Wealth Management specializes in providing customized wealth management solutions for high-net-worth and ultra-high-net-worth families. Their services encompass sophisticated financial planning, investment management, and first-class service comparable to a multi-family office. The company's approach centers around understanding clients' individual goals and objectives, ensuring their financial strategies are aligned with their aspirations. As an independent company, Olympus Wealth Management operates free from any biases associated with affiliated financial institutions. This independence allows them to act as true fiduciaries and provide clients with access to the best global resources and advice. For detailed information regarding advisory services and disclosures, please visit Olympus Wealth Management's website at www.olympuswealthmanagement.com.

Company Leadership

Scott Poelman

Co-Founder and Managing Partner

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Scott Bird

Co-Founder and Managing Partner

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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 6985 Union Park Center Suite 435, 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.
What is Olympus Wealth Management's current revenue?
As of February 2019, Olympus Wealth Management's annual revenue reached $6B.
How many employees does Olympus Wealth Management currently have?
Olympus Wealth Management employs approximately 23+ people as of February 2019
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

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