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OLSON INVESTMENT ADVISORS, LLC

· CRD 104890 · IAPD ↗ · olson-investments.com · 206-839-4550

$146.1MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — OLSON INVESTMENT ADVISORS, LLC (location n/a) left the SEC roster (was $146.1M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.