OLSON WEALTH MANAGEMENT

OLSON WEALTH MANAGEMENT of NEW BRAUNFELS, TX is an SEC-registered investment adviser (CRD 299426). Regulatory assets under management: $17.7M.

Registration

• CRD: 299426
• Type: Registered investment adviser
• Location: 468 S. SEGUIN AVE., NEW BRAUNFELS, TX, 78130
• Phone: (210) 860-7338
• Latest filing: 2026-01-26
• Regulatory AUM: $17.7M
• Discretionary AUM: $11.0M
• Non-discretionary AUM: $6.7M
• Clients: 1
• Accounts: 67

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, 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 299426 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search