Olympus Wealth Management, LLC

Olympus Wealth Management, LLC is an SEC registered fee-only investment advisory firm established in 2013 and headquartered in Salt Lake City, Utah. The firm specializes in providing wealth management, multi-family office services, and private investment consulting plan services for high net-worth individuals, families, trusts, estates, and corporate clients. Their investment philosophy involves a four-step process: gathering information, analyzing scenarios, implementing plans, and monitoring progress. They offer sophisticated planning and investment management services on a discretionary basis, tailored to each client's unique needs and risk tolerance. For wealth management services, Olympus charges a negotiable fee based on a tiered percentage of assets under management. They use Fidelity Brokerage Services LLC and National Financial Services LLC as custodians and brokers, receiving research services through a safe harbor exemption. The firm does not charge performance-based fees and does not sponsor or participate in wrap fee programs. Clients have the option to direct brokerage outside of the firm's recommendation. Olympus does not accept soft dollar benefits or receive brokerage services for client referrals. The firm does not vote client securities proxies and does not provide financial information in the brochure as they do not require prepayment exceeding $1,200 or have financial conditions impairing their ability to meet obligations. Olympus has no disciplinary events and acts as a fiduciary, always putting clients' interests first. Clients are encouraged to review the full Code of Ethics and can terminate agreements at any time with written notice.