Olympic Wealth Management LLC
CRD 154934SEC# 801-117962Bothell, WA
No longer SEC-registered. Olympic Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$209.4M
Employees
2
Accounts
335
Location
Bothell, WA
Olympic Wealth Management LLC assets under management
Olympic Wealth Management LLC operates as an SEC-registered investment adviser based in Bothell, WA. It reports $209.4 million in regulatory assets under management and employs 2 people.
Olympic Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Raymond Cumley Control | Chief Compliance Officer & Owner | Over 75% | 2010 |
Frequently asked questions
How much does Olympic Wealth Management LLC manage?
Olympic Wealth Management LLC reports $209.4 million in regulatory assets under management on its Form ADV.
How many employees does Olympic Wealth Management LLC have?
Olympic Wealth Management LLC reports 2 employees.
Where is Olympic Wealth Management LLC located?
Olympic Wealth Management LLC is based in Bothell, WA.
Does Olympic Wealth Management LLC disclose fund performance?
Olympic Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19125 North Creek Parkway #120, Bothell, WA 98011 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$209.4MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$209.4Mregulatory AUM
Discretionary $162.1MNon-discretionary $47.3M