Ollie Grant Private Wealth

Overview

Ollie Grant Private Wealth is organized as a limited liability company that serves institutional clients and functions as a capital allocator. The firm combines advisory services with insurance and other financial-product distribution, and it is active in both discretionary portfolio management and financial planning. Its advisory remit includes work with individuals and small businesses, pooled investment vehicles, and institutional or business clients, along with pension consulting, selecting other managers, and running educational seminars. The firm uses a mix of fee arrangements — percentage of assets under management, hourly and fixed fees, commission-based charges, and performance-based fees — reflecting a hybrid advisory and transactional practice. Ollie Grant Private Wealth is not identified as an active ESG investor in the available data. It is also listed as a sponsor, general partner, or managing member of pooled investment vehicles, indicating direct involvement in structuring or managing alternative pools alongside allocations to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices