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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 54 clients, or 27 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
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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
SMA allocation detail is available
Olive Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.