Olympus Wealth Management, LLC
CRD 173715SEC# 801-80761Cottonwood Heights, UT
No longer SEC-registered. Olympus 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
$850.2M
Employees
18
Accounts
601
Location
Cottonwood Heights, UT
Olympus Wealth Management, LLC assets under management
Olympus Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Cottonwood Heights, UT. It reports $850.2 million in regulatory assets under management and employs 18 people.
Olympus Wealth Management, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donna Barbara Dimaria | Chief Compliance Officer | Under 5% | 2024 |
| Fidelity Investments Charitable Gift Fund | Member | Under 5% | 2025 |
| Matthew Thomas Bloom-Krull Control | Manager | Under 5% | 2015 |
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Olympus Wealth Management, LLC manage?
Olympus Wealth Management, LLC reports $850.2 million in regulatory assets under management on its Form ADV.
How many employees does Olympus Wealth Management, LLC have?
Olympus Wealth Management, LLC reports 18 employees.
Where is Olympus Wealth Management, LLC located?
Olympus Wealth Management, LLC is based in Cottonwood Heights, UT.
Does Olympus Wealth Management, LLC disclose fund performance?
Olympus 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 | 6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$850.2MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$850.2Mregulatory AUM
Discretionary $707.2MNon-discretionary $143M