OLLIE GRANT PRIVATE WEALTH

Overview

Ollie Grant Private Wealth is a small, LLC-structured advisory and financial services firm that acts as a capital allocator for institutional clients. The firm combines traditional advisory work—financial planning and portfolio management across individuals, small businesses, pooled vehicles and institutions—with broker-dealer style activities such as insurance placement and other financial product sales. It also sponsors and serves as general partner or managing member for pooled investment vehicles, indicating an active role in structuring or running private funds in addition to selecting third‑party managers. The firm’s fee mix spans percentage-of-AUM, hourly billing, commission-based product sales, and performance fees, which points to blended client relationships that can include discretionary portfolio mandates, transaction-driven business and incentive-aligned fee arrangements. Ollie Grant Private Wealth is not an active ESG investor and is classified outside of standard adviser categories, while its client base is identified as institutional.

Assets & Accounts

Investments & Alternatives

Location & Offices