OLSON WEALTH MANAGEMENT, INC.

OLSON WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 169452). Regulatory assets under management: $46.5M.

Registration

• CRD: 169452
• Type: Registered investment adviser
• Phone: 941-918-0025
• Latest filing: 2026-02-12
• Regulatory AUM: $46.5M
• Discretionary AUM: $41.9M
• Non-discretionary AUM: $4.6M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169452 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search