OLSON WEALTH MANAGEMENT, INC.

Overview

Olson Wealth Management, Inc. is an owner-operated wealth advisory firm organized as a corporation that serves a concentrated client base. The firm focuses on portfolio management for individuals and small businesses while also acting as a registered representative of a broker-dealer and maintaining an insurance-company affiliation. Fee arrangements are percentage-of-AUM, and the firm does not position itself as an ESG investor or a multi-state adviser. Investment activity centers on pooled public funds and mutual funds as the primary allocation vehicle, supplemented by annuities and targeted alternative exposures in real estate and commodities. The firm operates with a small roster of clients and favors managed, discretionary relationships where it can implement model and fund-based solutions rather than broad direct-stock trading or large-scale principal investing.

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Investments & Alternatives

Location & Offices