OLEA ADVISORY SERVICES

OLEA ADVISORY SERVICES of PLANTATION, FL is an SEC-registered investment adviser (CRD 340377).

Registration

• CRD: 340377
• Type: Registered investment adviser
• Location: 1250 S. PINE ISLAND ROAD, PLANTATION, FL, 33324
• Phone: 954-414-0915
• Latest filing: 2026-06-03
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340377 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search