CRD: 299426
Olson Wealth Management
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-18-2018
- Office Locations
- 1
Office Locations
About Olson Wealth Management
Olson Wealth Management is a New Braunfels, TX advisory led by Kenneth Olson, providing investment management and strategic, tax-efficient wealth planning. The firm supports retirees and business owners with investment planning and retirement solutions, including annuities and U.S. government securities, and commonly uses ETFs and mutual funds in portfolios. Publishes client-facing market commentary via its blog (often linking to MarketWatch).
Team overview
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Investment Themes
Investment Vehicles
Services
Owner & Executives
KENNETH WAYNE OLSON
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6084972
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,978,274 | -- |
| Non-Discretionary | $6,712,696 | -- |
| Total | $17,690,970 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,690,970
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,196,312,255 | 34.0% |
| Equity - Exchange | $988,340,515 | 15.3% |
| Corporate - Investment Grade | $1,052,937,934 | 16.3% |
| Cash | $406,963,741 | 6.3% |
| U.S. Government/Agency | $1,169,213,289 | 18.1% |
| Municipal Bonds | $645,974,193 | 10.0% |
| Total | $6,459,741,927 | 100.0% |