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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-15-2016
- Office Locations
- 1
Office Locations
About Olive Wealth Management
Olive Wealth Management is a Houston-based RIA founded in 2016 serving individuals, families, and high achievers with comprehensive financial planning, behavioral investment counseling, and retirement income planning. The firm uses evidence-based, data-driven, long-term portfolio management designed to avoid speculation and emotion, and coordinates with clients’ tax, estate, and insurance professionals as needed. Operates under a strict fiduciary duty and custodies through Charles Schwab.
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Owner & Executives
KLINTON RAY OLIVE
Manager, President
- CRD
- #5231147
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jared Tobin
Financial Planner
- CRD
- #7611899
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,864,743 | -- |
| Non-Discretionary | $4,296 | -- |
| Total | $83,869,039 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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