# OLYMPUS WEALTH MANAGEMENT, LLC

OLYMPUS WEALTH MANAGEMENT, LLC of COTTONWOOD HEIGHTS, UT is an SEC-registered investment adviser.

## Registration

- CRD: 173715
- Type: SEC-registered investment adviser
- SEC file number: 801-80761
- Location: 6985 UNION PARK CENTER, SUITE 435, COTTONWOOD HEIGHTS, UT, 84047
- Phone: 801-449-9600
- Latest filing: 2025-07-03
- Regulatory AUM: $850.2M
- Discretionary AUM: $707.2M
- Non-discretionary AUM: $143.0M
- Clients: 18
- Accounts: 601

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (16)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173715/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173715/similar
- Related entities: https://search.stillhousedata.com/firm/173715/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173715

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.