OLIVE WEALTH MANAGEMENT

OLIVE WEALTH MANAGEMENT of HOUSTON, TX is an SEC-registered investment adviser (CRD 284132). Regulatory assets under management: $83.9M.

Registration

• CRD: 284132
• Type: Registered investment adviser
• Location: 1333 HEIGHTS BOULEVARD, HOUSTON, TX, 77008
• Phone: 8323040712
• Latest filing: 2026-03-31
• Regulatory AUM: $83.9M
• Discretionary AUM: $83.9M
• Non-discretionary AUM: $4K
• Clients: 2
• Accounts: 309

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 284132 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search