OLYMPIA WEALTH MANAGEMENT

OLYMPIA WEALTH MANAGEMENT of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 300261). Regulatory assets under management: $20.5M.

Registration

• CRD: 300261
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300261 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search