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Olympic Wealth Management LLC (Bothell)


Olympic Wealth Management LLC is an adviser based in Bothell. It manages $30.49 million of regulatory assets for 435 client accounts. It has been registered with the SEC as an adviser since 2010.

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Olympic Wealth Management provides portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and retirement planning. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Olympic Wealth Management: assets under management

The assets under management (AUM) of Olympic Wealth Management LLC is $30.49 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.99 million in discretionary accounts and $10.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $172.32 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $32.93 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Olympic Wealth Management LLC for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bothell

The principal office where Olympic Wealth Management LLC performs its advisory services is located at 19515 North Creek Parkway #101, Bothell, WA 98011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (425) 485-4700 or by fax (425) 485-4785. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.olympicwm.com.


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