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OLYMPIA WEALTH MANAGEMENT
OWM INC.
CRD 300261
3370 MT DIABLO BLVD., LAFAYETTE, CA, 94549, United States
Phone
(925) 935-1111
Fax
925-299-1514
Registration
— (—)
Source
State registered
Total AUM
$20.5M
Discretionary AUM
$20.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $257K |
| High net worth individuals | 35 | $8.4M |
| Pension/profit sharing plans | 8 | $10.3M |
| Corporations/business entities | 3 | $1.5M |
Official SEC filing: View on IAPD