# OLYMPIA WEALTH MANAGEMENT

OLYMPIA WEALTH MANAGEMENT of LAFAYETTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 300261
- Type: SEC-registered investment adviser
- Location: 3370 MT DIABLO BLVD., LAFAYETTE, CA, 94549
- Phone: (925) 935-1111
- Latest filing: 2026-03-10
- Regulatory AUM: $20.5M
- Discretionary AUM: $20.5M
- Clients: 1
- Accounts: 48

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300261/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300261/similar
- Related entities: https://search.stillhousedata.com/firm/300261/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300261

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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.