Oliver Wealth Management

RIASEC RegisteredEst. 2021
Total AUM
$340M
Discretionary
$340M
100% of AUM
Avg account
$245K
Accounts
1,390
Employees
6
Advisory reps
5

Firm details

Headquarters
Towson, Maryland
CRD number
314867
Registered since
June 21, 2021
Website
oliverwealth.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.86%
  • Individuals30.45%
  • Pension & Profit Sharing Plans1.27%
  • Charitable Organizations0.36%
  • Corporations / Businesses0.07%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Oliver Wealth Management is an independent, SEC-registered registered investment adviser formed as an LLC and owner-operated. The firm provides fee-based wealth management and financial planning across individual, family and institutional clients, with services that include financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Their fee schedule mixes percentage-of-AUM pricing with hourly and fixed-fee engagements. The firm identifies itself as a capital allocator, meaning it places client capital with external managers in addition to managing traditional public portfolios internally. Oliver Wealth Management is not described as an active ESG investor. The firm has been SEC-registered since 2021.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Exchange Traded Equities 14%, Cash & Cash Equivalents 4%, Other 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%78%
  • Public Funds/Mutual Funds78%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents4%
  • Other2%
  • Non-Exchange Traded Equities1%

Contacts

3 of 5
  • Joseph Plume

    Joseph Plume

    Financial Planning AssociateCRD 6826151

  • Andrew Knachel

    Andrew Knachel

    Financial Planning AssociateCRD 7343850

  • George Boudreau

    George Boudreau

    Financial Planning AssociateCRD 8230962

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 224

Active vs passive

$120M in ETFs

Passive

39%

$47.1M

Active

56%

$72.8M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$16.2M365,28513.51%
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Location

Primary office

Towson, MD

Baltimore

Location

Towson, MD

Headquartered in Towson, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
901 Dulaney Valley Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth