OLMA ADVISORS

Overview

Olma Advisors operates as an independent registered investment adviser organized as an LLC and focused on personalized wealth management for individuals, families and small-business clients. The firm combines financial planning with discretionary portfolio management and charges clients through a mix of percentage-of-AUM fees, hourly and fixed-fee arrangements, reflecting a flexible, advisory-driven model rather than a transactional or sales-first approach. Investment activity is concentrated in publicly traded equities and exchange-traded products; the firm reports a clear preference for equity exposure as its primary allocation. Olma Advisors is not positioned as a capital allocator to private or third-party alternative managers, and it does not identify as an active ESG investor. Given its client makeup and small scale, portfolio construction appears centered on liquid, managed public-market investments with supplemental use of mutual funds for diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices