$20.5M Total AUM
$20.5M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Legacy foundationTimber vital
- Established Date
- 03-28-2019
- Office Locations
- 1
Office Locations
3370 MT Diablo Blvd. Lafayette CA
About Olympia Wealth Management
Olympia Wealth Management is a Lafayette-based RIA. The firm has been operating for 7 years. Managing $20.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$20.5M AVG AUM / ADVISOR
$426.7K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Catalyst Unison
Client Personas
Prime matrix
Investment Themes
Legacy peak Foundation Atlas
Investment Vehicles
Timber
Services
Eagle vertex Vertex radial Peak quantum Frontier Prime Glacier vital Delta Vital Crest
Technology
Pathway Crest matrix
Owner & Executives
S
SURESH DONTHINENI
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative
- CRD
- #2284419
- Ownership
- 75% or more
(349) 855-5550
beacon.vital@unisoncapital.com
in linkedin.com/in/beacon-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,482,810 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,482,810 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,482,810
Equity - Exchange:
17.7% Public Funds:
18.8% U.S. Government/Agency:
28.2% Cash:
35.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $621,521,421 | 17.7% |
| Public Funds | $660,147,046 | 18.8% |
| U.S. Government/Agency | $990,220,568 | 28.2% |
| Cash | $1,239,531,420 | 35.3% |
| Total | $3,511,420,455 | 100.0% |