← Tributary

OLIVER WEALTH MANAGEMENT

TOWSON, MD · CRD 314867 · IAPD ↗ · oliverwealth.com · (410) 343-7125

$340.4MRegulatory AUM
4Advisory reps
6Employees
7Clients
51-100Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — OLIVER WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
March 2024 — OLIVER WEALTH MANAGEMENT moved its main office from BOCA RATON, FL to TOWSON, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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