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- Custodian
- Charles Schwab & Company · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-21-2021
- Office Locations
- 2
Office Locations
About Oliver Wealth Management
Oliver Wealth Management is an independent advisory firm providing science-based wealth management and comprehensive financial planning, with disciplined risk management, asset preservation, and retirement income distribution strategies. The firm works with retirees and business owners/entrepreneurs and delivers investment management alongside retirement and estate planning for a simple, transparent fee; custody includes Raymond James and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRANDON CHRISTOPHER OLIVER
Financial Advisor, General Partner, MANAGING DIRECTOR
- CRD
- #3251099
- Ownership
- 75% or more
Nathan Thomas McDuffee
Chief Compliance Officer, Partner
- CRD
- #7192012
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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George Mitchell Boudreau
--
- CRD
- #8230962
ANDREW KNACHEL
Financial Advisor, General Partner
- CRD
- #7343850
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,420,749 | $244,907 |
| Non-Discretionary | $0 | -- |
| Total | $340,420,749 | $244,907 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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