Olympus Wealth Management, LLC
Investment Management
Cottonwood Heights, Utah, United States
17 employees
- Employees
- 17
- Contacts
- 4
- Emails
- 4
- Phones
- 1
Olympus Wealth Management, LLC Overview
- Headquarters
- Cottonwood Heights, Utah, United States
- Phone Number
- Available in AeroLeads
- Website
- olympuswealthmanagement.com
- Industry
- Investment Management
- Employees
- 17
- Founded
- 2013
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Olympus Wealth Management, LLC
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.
Olympus Wealth Management, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Olympus Wealth Management, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Scott Poelman | Co-founder and Managing Partner | Salt Lake City, Utah, United States |
Email
|
| Matthew Bloom-Krull, Mba, Cfp® | Co-founder, Managing Partner and Chief | Sandy, Utah, United States |
Email
Phone
|
| Carol Lens, Cfp® | Salt Lake City Metropolitan Area, United States |
Email
|
|
| Scott Bird | Co-founder and Managing Partner | Salt Lake City, Utah, United States |
Email
|
Employees by Management Level
Individual contributor
7 profiles
Executive
3 profiles
Manager
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 0 |
| Executive | 1 | 1 | 1 |
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