OLYMPUS WEALTH MANAGEMENT, LLC
CRD #173715 SEC #801-80761 COTTONWOOD HEIGHTS, UT 801-449-9600
SEC Registered
Total AUM
$850.2M
Discretionary
$707.2M
Employees
18
Clients
10
Accounts
601
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $850.2M | $707.2M | $143M | 18 | 0 |
| Jul 2025 | $850.2M | $707.2M | $143M | 18 | 0 |
| Jun 2025 | $850.2M | $707.2M | $143M | 18 | 0 |
| Jun 2025 | $850.2M | $707.2M | $143M | 18 | 0 |
| Jun 2025 | $850.2M | $707.2M | $143M | 18 | 0 |
| Mar 2025 | $850.2M | $707.2M | $143M | 18 | 0 |
| May 2024 | $852.7M | $699.4M | $153.3M | 19 | 0 |
| May 2024 | $852.7M | $699.4M | $153.3M | 19 | 0 |
| Mar 2024 | $852.7M | $699.4M | $153.3M | 19 | 0 |
| Mar 2023 | $787.7M | $665.1M | $122.7M | 17 | 0 |
| Oct 2022 | $863.4M | $699.5M | $163.9M | 15 | 0 |
| Jul 2022 | $863.4M | $699.5M | $163.9M | 15 | 0 |
| May 2022 | $863.4M | $699.5M | $163.9M | 15 | 0 |
| May 2022 | $863.4M | $699.5M | $163.9M | 15 | 0 |
| May 2022 | $863.4M | $699.5M | $163.9M | 15 | 0 |
| Mar 2022 | $863.4M | $699.5M | $163.9M | 15 | 0 |
| Oct 2021 | $683M | $583.1M | $99.9M | 15 | 0 |
| Jun 2021 | $683M | $583.1M | $99.9M | 15 | 0 |
| Mar 2021 | $683M | $583.1M | $99.9M | 15 | 0 |
| Jun 2020 | $629.7M | $554.3M | $75.3M | 12 | 0 |
| May 2020 | $629.7M | $554.3M | $75.3M | 12 | 0 |
| Mar 2020 | $629.7M | $554.3M | $75.3M | 12 | 0 |
| Mar 2019 | $173.1M | $161.2M | $12M | 5 | 0 |
| Nov 2018 | $180.3M | $169.2M | $11M | 4 | 0 |
| May 2018 | $180.3M | $169.2M | $11M | 4 | 0 |
| Mar 2018 | $180.3M | $169.2M | $11M | 4 | 0 |
| Aug 2017 | $148.9M | $148.6M | $289K | 3 | 26 |
| Mar 2017 | $148.9M | $148.6M | $289K | 3 | 26 |
| Feb 2016 | $123.8M | $121.9M | $1.9M | 3 | 11 |
| Apr 2015 | $136.3M | $134.1M | $2.2M | 3 | 0 |
| Jan 2015 | $0 | $0 | $0 | 3 | 0 |
| Dec 2014 | $0 | $0 | $0 | 3 | 0 |
| Dec 2014 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$850.2M
Discretionary$707.2M
Non-Disc.$143M
Employees18
Clients0
DateJul 2025
Total AUM$850.2M
Discretionary$707.2M
Non-Disc.$143M
Employees18
Clients0
DateJun 2025
Total AUM$850.2M
Discretionary$707.2M
Non-Disc.$143M
Employees18
Clients0
DateJun 2025
Total AUM$850.2M
Discretionary$707.2M
Non-Disc.$143M
Employees18
Clients0
DateJun 2025
Total AUM$850.2M
Discretionary$707.2M
Non-Disc.$143M
Employees18
Clients0
DateMar 2025
Total AUM$850.2M
Discretionary$707.2M
Non-Disc.$143M
Employees18
Clients0
DateMay 2024
Total AUM$852.7M
Discretionary$699.4M
Non-Disc.$153.3M
Employees19
Clients0
DateMay 2024
Total AUM$852.7M
Discretionary$699.4M
Non-Disc.$153.3M
Employees19
Clients0
DateMar 2024
Total AUM$852.7M
Discretionary$699.4M
Non-Disc.$153.3M
Employees19
Clients0
DateMar 2023
Total AUM$787.7M
Discretionary$665.1M
Non-Disc.$122.7M
Employees17
Clients0
DateOct 2022
Total AUM$863.4M
Discretionary$699.5M
Non-Disc.$163.9M
Employees15
Clients0
DateJul 2022
Total AUM$863.4M
Discretionary$699.5M
Non-Disc.$163.9M
Employees15
Clients0
DateMay 2022
Total AUM$863.4M
Discretionary$699.5M
Non-Disc.$163.9M
Employees15
Clients0
DateMay 2022
Total AUM$863.4M
Discretionary$699.5M
Non-Disc.$163.9M
Employees15
Clients0
DateMay 2022
Total AUM$863.4M
Discretionary$699.5M
Non-Disc.$163.9M
Employees15
Clients0
DateMar 2022
Total AUM$863.4M
Discretionary$699.5M
Non-Disc.$163.9M
Employees15
Clients0
DateOct 2021
Total AUM$683M
Discretionary$583.1M
Non-Disc.$99.9M
Employees15
Clients0
DateJun 2021
Total AUM$683M
Discretionary$583.1M
Non-Disc.$99.9M
Employees15
Clients0
DateMar 2021
Total AUM$683M
Discretionary$583.1M
Non-Disc.$99.9M
Employees15
Clients0
DateJun 2020
Total AUM$629.7M
Discretionary$554.3M
Non-Disc.$75.3M
Employees12
Clients0
DateMay 2020
Total AUM$629.7M
Discretionary$554.3M
Non-Disc.$75.3M
Employees12
Clients0
DateMar 2020
Total AUM$629.7M
Discretionary$554.3M
Non-Disc.$75.3M
Employees12
Clients0
DateMar 2019
Total AUM$173.1M
Discretionary$161.2M
Non-Disc.$12M
Employees5
Clients0
DateNov 2018
Total AUM$180.3M
Discretionary$169.2M
Non-Disc.$11M
Employees4
Clients0
DateMay 2018
Total AUM$180.3M
Discretionary$169.2M
Non-Disc.$11M
Employees4
Clients0
DateMar 2018
Total AUM$180.3M
Discretionary$169.2M
Non-Disc.$11M
Employees4
Clients0
DateAug 2017
Total AUM$148.9M
Discretionary$148.6M
Non-Disc.$289K
Employees3
Clients26
DateMar 2017
Total AUM$148.9M
Discretionary$148.6M
Non-Disc.$289K
Employees3
Clients26
DateFeb 2016
Total AUM$123.8M
Discretionary$121.9M
Non-Disc.$1.9M
Employees3
Clients11
DateApr 2015
Total AUM$136.3M
Discretionary$134.1M
Non-Disc.$2.2M
Employees3
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0