Olympus Wealth Management

EST. AUM
$850,193,840

CONTACTS
4

CLIENT ACCOUNTS
601

Firm Details

Metro area Salt Lake City
CRD Number 173715
Website olympuswealthmanagement.com
Client types

Overview

Olympus Wealth Management is a boutique investment advisory firm based in Cottonwood Heights, Utah, that specializes in providing bespoke financial solutions for high-net-worth and ultra-high-net-worth families. The firm was established by three former J.P. Morgan Private Bank professionals who leveraged their combined expertise to create a client-focused wealth management platform designed to serve as a long-term partner for its clients​.

Platform Details

Investment Preferences

Alternative Activity