$46.5M Total AUM
$41.9M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
12 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- EagleNorth +more
- Established Date
- 02-20-2014
- Office Locations
- 1
Office Locations
-- Sarasota FL
About Olson Wealth Management, Inc.
Olson Wealth Group (Olson Wealth Management, Inc.) is an independent multi-family office serving women, business owners, and wealth creators with legacy planning, business succession, and family office services. It takes a values-based, multi-generational approach to wealth planning and portfolio construction, with securities and advisory services offered through LPL Financial.
Team overview
-- AVG AGE
$46.5M AVG AUM / ADVISOR
$911.3K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Radial peak Prime Legacy Oak prime Oak summit Momentum pioneer
Client Personas
Bridge Value
Custodian
Ember prime Summit Vector matrix Prime north Vertex element Delta eagle North radial Zenith
Investment Themes
Quantum Meridian vector Ridge value Focus North Matrix optima Prime North bridge
Investment Vehicles
Timber
Services
Horizon ridge Focus alpha Harbor alpha Signal Radial insight Element Optima peak Peak Bridge summit Foundation atlas Element vector Prime vector Focus Unison Alpha timber
Technology
North Element bridge North alpha
Owner & Executives
J
JAMES PATRICK OLSON
President
- CRD
- #2388461
- Ownership
- 75% or more
(770) 823-8629
harbor.crest@momentumcapital.com
in linkedin.com/in/vertex-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,875,830 | -- |
| Non-Discretionary | $4,600,000 | -- |
| Total | $46,475,830 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,475,830
Public Funds:
51.6% Cash:
24.9% Equity - Exchange:
23.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,764,234,864 | 51.6% |
| Cash | $851,345,894 | 24.9% |
| Equity - Exchange | $803,479,056 | 23.5% |
| Total | $3,419,059,814 | 100.0% |