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OLYMPIC WEALTH MANAGEMENT LLC

BOTHELL, WA · CRD 154934 · IAPD ↗ · olympicwm.com · (425) 485-4700

$209.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — OLYMPIC WEALTH MANAGEMENT LLC (BOTHELL, WA) left the SEC roster (was $209.4M 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
60
March 2024 — OLYMPIC WEALTH MANAGEMENT LLC reported RAUM up 26% ($155.1M -> $195.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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