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OLIVE WEALTH MANAGEMENT
OLIVE WEALTH MANAGEMENT, LLC
CRD 284132
1333 HEIGHTS BOULEVARD, SUITE 101, HOUSTON, TX, 77008, United States
Phone
8323040712
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$83.9M
Discretionary AUM
$83.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $6.8M |
| High net worth individuals | 37 | $77.1M |
All web addresses on file
Official SEC filing: View on IAPD