Insights

Personalized Wealth Management Alluvial Private Wealth offers customized financial planning services, indicating opportunities to cross-sell advanced estate planning, IRS tax strategies, or tax-efficient investment products tailored to high-net-worth clients' specific needs.

Tech-Enabled Service Delivery Utilizing tools like Calendly, Google Analytics, and Vimeo demonstrates a commitment to digital client engagement and virtual consultations, opening avenues to introduce additional fintech solutions or secure client portals to enhance customer experience.

Leadership and Community Engagement Recent leadership appointment of Gary Ferriman and involvement in sponsorship activities suggest a strategic focus on brand visibility and community connections, offering prospects in sponsorship consulting, branding services, or networking platforms to expand their outreach.

Growth Potential With a small team of 2-10 employees, there is significant opportunity for scalable service offerings such as compliance, HR support, or additional advisory services to support growth as the firm expands its client base.

Market Positioning Being a local independent firm with locations in Ohio positions Alluvial to target regional financial institutions, fintech partnerships, or niche investment product providers interested in collaborating with or servicing their client demographic.

Alluvial Private Wealth Tech Stack

Alluvial Private Wealth uses 8 technology products and services including Calendly, Cloudflare CDN, Cloudflare, and more. Explore Alluvial Private Wealth's tech stack below.

Calendly

Appointment Scheduling

Cloudflare CDN

Content Delivery Network

Cloudflare

Content Management System

reCAPTCHA

Security

Vimeo

Video Players

HTTP/3

Web & Portal Technology

Google Analytics

Web Analytics

Adobe Fonts

Web Fonts

Alluvial Private Wealth Email Formats	Example	Percentage
First.Last@alluvialprivatewealth.com	John.Doe@alluvialprivatewealth.com	50%
First.Last@alluvialprivatewealth.com	John.Doe@alluvialprivatewealth.com	50%

Alluvial Private Wealth Email Formats

Example

Percentage

First.Last@alluvialprivatewealth.com

John.Doe@alluvialprivatewealth.com

50%

First.Last@alluvialprivatewealth.com

John.Doe@alluvialprivatewealth.com

50%

Frequently Asked Questions

Where is Alluvial Private Wealth's headquarters located?

Alluvial Private Wealth's main headquarters is located at 107 N. Main Street, Suite 202 Marion, OH 43302, US. The company has employees across 1 continents, including North America.

What is Alluvial Private Wealth's official website and social media links?

Alluvial Private Wealth's official website is alluvialprivatewealth.com and has social profiles on LinkedIn Crunchbase.

What is Alluvial Private Wealth's NAICS code?

Alluvial Private Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Alluvial Private Wealth have currently?

As of October 2025, Alluvial Private Wealth has approximately 11 employees across 1 continents, including North America. Key team members include President, Wealth Advisor: L. O.Wealth Manager: M. O.Wealth Management Associate: J. W.. Explore Alluvial Private Wealth's employee directory with LeadIQ.

What industry does Alluvial Private Wealth belong to?

Alluvial Private Wealth operates in the Financial Services industry.

What technology does Alluvial Private Wealth use?

Alluvial Private Wealth's tech stack includes CalendlyCloudflare CDNCloudflarereCAPTCHAVimeoHTTP/3Google AnalyticsAdobe Fonts.

What is Alluvial Private Wealth's email format?

Alluvial Private Wealth's email format typically follows the pattern of First.Last@alluvialprivatewealth.com. Find more Alluvial Private Wealth email formats with LeadIQ.

When was Alluvial Private Wealth founded?

Alluvial Private Wealth was founded in 2021.

Alluvial Private Wealth

Financial ServicesUnited States11-50 Employees

Alluvial Private Wealth is an independent wealth management firm with locations in Marion and Cleveland, Ohio. 

From retirement income to investment portfolios to special needs financial planning, our team has the knowledge, insights and commitment to serve clients with the attention they deserve.  Lars Olson, CFP® ChSNC®, CPFA, CAP®, CRPS® leads the team of financial advisors - Randy Bliss, CFP®, Manoj Sharma and Lisa Bush. Across every relationship, the team is committed to developing a deep understanding of the complexities each client faces and apply their expertise to create a customized plan.

Every situation is unique, and we welcome the opportunity to help you with yours. Please call on us today and we can begin the process to helping you accomplish your most important financial goals. Don’t leave them to chance. We can help you plan.

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