OLYMPUS WEALTH MANAGEMENT, LLC of COTTONWOOD HEIGHTS, UT is an SEC-registered investment adviser (CRD 173715). Regulatory assets under management: $850.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Donna Barbara Dimaria | CHIEF COMPLIANCE OFFICER | — |
| Matthew Thomas Bloom-Krull | MANAGER; MEMBER AND MANAGER | — |
| Scott Aikele Bird | MANAGER; TRUSTEE | — |
| Julie Anne Bird | TRUSTEE | — |
| Scott Stoddard Poelman | INVESTMENT TRUSTEE; MANAGER | — |
| Heidi Noel Poelman | INVESTMENT TRUSTEE | — |
| Matthew Thomas Bloomkrull | MEMBER & MANAGER | — |
| MITCHELL TINA LOUISE | CHIEF COMPLIANCE OFFICER | — |
| NUNEZ KURT R | CHIEF COMPLIANCE OFFICER | — |
| BIRD KAREN ANNE | TRUSTEE | — |
| POELMAN SCOTT STODDARD | INVESTMENT TRUSTEE; MANAGER; MANAGING MEMBER (+2 more) | — |
| BIRD SCOTT AIKELE | MANAGER; MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| BLOOMKRULL MATTHEW THOMAS | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER (+1 more) | — |
| POELMAN HEIDI NOEL | INVESTMENT TRUSTEE; TRUSTEE | — |
| TAVARES MARGUERITE AMARAL | CHIEF COMPLIANCE OFFICER | — |
| DIMARIA DONNA BARBARA | CHIEF COMPLIANCE OFFICER | — |