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OLYMPUS WEALTH MANAGEMENT, LLC

COTTONWOOD HEIGHTS, UT · CRD 173715 · IAPD ↗ · 801-449-9600

$850.2MRegulatory AUM
13Advisory reps
18Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — OLYMPUS WEALTH MANAGEMENT, LLC (COTTONWOOD HEIGHTS, UT) left the SEC roster (was $850.2M RAUM, 13 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.