Olson Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$41,875,830
Clients
50
Advisors
1
of 1 employees
About
Olson Wealth Management provides discretionary investment advisory and portfolio management services primarily to individual clients, including high‑net‑worth individuals. Services described in the brochure include customized asset allocation and ongoing portfolio management using mutual funds, ETFs, fixed‑income and other instruments.
The firm constructs portfolios tailored to each client’s financial situation, goals, time horizon and risk tolerance, relying on fundamental analysis, periodic rebalancing and research resources provided through its broker‑dealer relationship. Accounts are managed on a discretionary basis and clients may place reasonable restrictions on holdings; custodial and trade execution services are provided by LPL Financial.
The brochure notes several features that are less common among peers: the firm’s investment adviser representatives are also registered representatives of LPL Financial, the firm sponsors a wrap fee program administered through LPL (from which the firm receives a portion of the wrap fee), and the firm’s president is licensed to sell life and variable annuities and may receive insurance commissions. The firm discloses these dual roles and additional compensation sources in the brochure and highlights them as items clients should consider when evaluating potential conflicts of interest.
Client services
Expertise
Fee options
up to 1.2% annually
Main office
Sarasota FL
Advisors at this office
1
Most active in
Florida
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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