Olympus Peaks Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Olympus Peaks Financial provides ongoing portfolio management, pension consulting (including services for 401(k) and other employee benefit plans), and fee-based financial planning to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm reports roughly $141 million in assets under management across about 163 client accounts and offers both standard percentage‑of‑AUM billing and wrap‑fee program options.
The firm documents client goals and risk tolerances in an Investment Policy Statement and generally seeks discretionary authority to implement those plans, with monthly account reviews and quarterly reporting. Investment methods combine fundamental and quantitative analysis, modern portfolio theory, and technical/charting techniques, and strategies can include long‑ and short‑term trading as well as options, ETFs (including precious‑metals ETFs), REITs, private placements and other non‑U.S. securities.
What is noteworthy is the firm’s ongoing pension consulting practice for plan sponsors, an offering that is less common among independent advisers of this type. The firm also delivers a financial plan at no additional charge to ongoing portfolio management clients and participates in institutional custodian programs that provide research and operational support alongside its custody and wrap‑fee arrangements.
Client services
Expertise
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.50%
Up to $125 per hour for financial planning services
Main office
9035 S 1300 E Ste 120
Sandy UT 84094
Advisors at this office
1
Most active in
Arkansas · Colorado · Florida · Minnesota · Nevada · North Carolina · Ohio · Tennessee · Utah · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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