Olympus Wealth Management, LLC Company Profile, Contacts & Intelligence

Investment ManagementCottonwood Heights, Utah, United States17 employeesFounded 2013
4 contacts with email or phone data4 with email data1 with phone data
View verified contacts Compare competitors
Employees
17
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts
Departments
2
Mapped contact coverage

Olympus Wealth Management, LLC Overview

At Olympus Wealth Management we help clients achieve the freedom and peace of mind to pursue their passions. Olympus Wealth Management was founded by partners who have spent their careers working with high-net-worth and ultra-high-net-worth families. The company was created with the needs of wealthy families in mind. Olympus Wealth Management customizes solutions for wealthy families through sophisticated planning, investment management, first-class service, and a multi-family office. We begin with the end in mind and first seek to understand our clients' goals and objectives. This understanding helps direct our planning and investment process. As a truly independent company, we become better fiduciaries and can provide access to the best global resources and advice free from bias. For advisory services and disclosures, please visit our website at https://www.olympuswealthmanagement.com.

Headquarters
Cottonwood Heights, Utah, United States
Website
olympuswealthmanagement.com
Industry
Investment Management
Founded
2013
NAICS
Other Financial Investment Activities, Portfolio Management
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Sophisticated Planning Investment Management First-Class Service Multi-Family Office

Olympus Wealth Management, LLC Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 1 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
3 company-domain emails
Visible contacts using Olympus Wealth Management, LLC's company email domain.
General
3
Executive
1

Olympus Wealth Management, LLC People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

S
Scott Poelman
Co-founder and Managing Partner
E
M
Matthew Bloom-Krull, Mba, Cfp®
Co-founder, Managing Partner and Chief
EP
C
Carol Lens, Cfp®
E
S
Scott Bird
Co-founder and Managing Partner
E

Olympus Wealth Management, LLC Workforce Composition

Seniority breakdown across 12 visible profiles.

Individual contributor
7
Executive
3
Manager
1
Intern / trainee
1

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