OLYMPIC WEALTH MANAGEMENT LLC
CRD #154934 SEC #801-117962 BOTHELL, WA (425) 485-4700
SEC Registered
Total AUM
$209.4M
Discretionary
$162.1M
Employees
2
Clients
--
Accounts
335
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $209.4M | $162.1M | $47.3M | 2 | 0 |
| Feb 2024 | $195M | $144.1M | $50.9M | 2 | 0 |
| Jan 2023 | $155.1M | $120.2M | $34.9M | 2 | 0 |
| Jan 2022 | $188.6M | $148.3M | $40.3M | 2 | 0 |
| Jan 2022 | $188.6M | $148.3M | $40.3M | 2 | 0 |
| Feb 2021 | $105.7M | $84.7M | $21M | 2 | 0 |
| Jun 2020 | $105.7M | $84.7M | $21M | 2 | 0 |
| Jun 2020 | $105.7M | $84.7M | $21M | 2 | 0 |
| Dec 2019 | $105.7M | $84.7M | $21M | 2 | 0 |
| Dec 2019 | $105.7M | $84.7M | $21M | 2 | 0 |
| May 2012 | $30.5M | $20M | $10.5M | 1 | 26 |
| May 2012 | $30.5M | $20M | $10.5M | 1 | 26 |
| May 2012 | $30.5M | $20M | $10.5M | 1 | 26 |
| Jan 2012 | $30.5M | $20M | $10.5M | 1 | 26 |
| Jan 2012 | $30.5M | $20M | $10.5M | 1 | 26 |
| Mar 2011 | $26.5M | $16.8M | $9.7M | 5 | -- |
| Feb 2011 | $26.5M | $16.2M | $10.4M | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateJan 2025
Total AUM$209.4M
Discretionary$162.1M
Non-Disc.$47.3M
Employees2
Clients0
DateFeb 2024
Total AUM$195M
Discretionary$144.1M
Non-Disc.$50.9M
Employees2
Clients0
DateJan 2023
Total AUM$155.1M
Discretionary$120.2M
Non-Disc.$34.9M
Employees2
Clients0
DateJan 2022
Total AUM$188.6M
Discretionary$148.3M
Non-Disc.$40.3M
Employees2
Clients0
DateJan 2022
Total AUM$188.6M
Discretionary$148.3M
Non-Disc.$40.3M
Employees2
Clients0
DateFeb 2021
Total AUM$105.7M
Discretionary$84.7M
Non-Disc.$21M
Employees2
Clients0
DateJun 2020
Total AUM$105.7M
Discretionary$84.7M
Non-Disc.$21M
Employees2
Clients0
DateJun 2020
Total AUM$105.7M
Discretionary$84.7M
Non-Disc.$21M
Employees2
Clients0
DateDec 2019
Total AUM$105.7M
Discretionary$84.7M
Non-Disc.$21M
Employees2
Clients0
DateDec 2019
Total AUM$105.7M
Discretionary$84.7M
Non-Disc.$21M
Employees2
Clients0
DateMay 2012
Total AUM$30.5M
Discretionary$20M
Non-Disc.$10.5M
Employees1
Clients26
DateMay 2012
Total AUM$30.5M
Discretionary$20M
Non-Disc.$10.5M
Employees1
Clients26
DateMay 2012
Total AUM$30.5M
Discretionary$20M
Non-Disc.$10.5M
Employees1
Clients26
DateJan 2012
Total AUM$30.5M
Discretionary$20M
Non-Disc.$10.5M
Employees1
Clients26
DateJan 2012
Total AUM$30.5M
Discretionary$20M
Non-Disc.$10.5M
Employees1
Clients26
DateMar 2011
Total AUM$26.5M
Discretionary$16.8M
Non-Disc.$9.7M
Employees5
Clients--
DateFeb 2011
Total AUM$26.5M
Discretionary$16.2M
Non-Disc.$10.4M
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--