OLYMPUS PEAKS FINANCIAL, LLC
CRD #283040 SEC #801-134885 SANDY, UT (801) 566-3510
SEC Registered
Total AUM
$122M
Discretionary
$122M
Employees
1
Clients
251
Accounts
294
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MAXFIELD, REGINALD, TROY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 4, 2025 REGISTERED
Notice Filings (1)
UT
Address
9035 S 1300 E STE 120SANDY, UT 84094
United States
Phone: (801) 566-3510