OLMA ADVISORS

OLMA ADVISORS of LOS GATOS, CA is an SEC-registered investment adviser (CRD 306220). Regulatory assets under management: $4.4M.

Registration

• CRD: 306220
• Type: Registered investment adviser
• Location: 16185 LOS GATOS BLVD, SUITE 205, LOS GATOS, CA, 95032
• Phone: 650-353-7737
• Latest filing: 2026-03-08
• Regulatory AUM: $4.4M
• Discretionary AUM: $4.4M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

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 306220 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search