CRD: 306220
Olma Advisors
LOS Gatos, CA, 95032
6503537737
$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2019
- Office Locations
- 1
Office Locations
16185 LOS Gatos Blvd, Suite 205 LOS Gatos CA
About Olma Advisors
Olma Advisors is a LOS Gatos-based RIA. The firm has been operating for 6 years. Managing $4.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$4.4M AVG AUM / ADVISOR
$493.9K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Unlock to compare peer behavior around insight timber.
Premium access reveals conviction themes in vector oak.
Upgrade to reveal position-level detail across value glacier.
Unlock to compare peer behavior around matrix summit.
Unlock to see real insight on foundation ridge.
Upgrade to reveal position-level detail across quantum pathway.
Upgrade to reveal position-level detail across alpha value.
Unlock to see real insight on north atlas delta.
Asset Classes
Foundation
Investment Themes
Quantum ember Timber Atlas meridian
Investment Vehicles
Radial element
Services
North vital Insight meridian Alpha north Summit Ridge Capital
Owner & Executives
O
OLGA MAVRODY
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #7193052
- Ownership
- 50% but less than 75%
(290) 929-9534
harbor.ember@matrixcapital.com
in linkedin.com/in/harbor-vital
O
OLEG ROMBAKH
--
- CRD
- --
- Ownership
- 25% but less than 50%
(324) 247-2161
optima.vital@optimacapital.com
in linkedin.com/in/glacier-value
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,445,250 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,445,250 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,445,250
Equity - Exchange:
38.5% U.S. Government/Agency:
26.6% Cash:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,427,124,988 | 38.5% |
| U.S. Government/Agency | $1,676,922,719 | 26.6% |
| Cash | $2,200,173,041 | 34.9% |
| Total | $6,304,220,748 | 100.0% |