Alluvial Private Wealth Employee Directory

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.

Find Alluvial Private Wealth employees' phone numbers or email addresses

Alluvial Private Wealth Global Highlights

North America
14

United States Of America
14

Alluvial Private Wealth's Leadership

L. O.
President, Wealth Advisor
Mobile Phone
Email
M. O.
Wealth Manager
Mobile Phone
Email
J. W.
Wealth Management Associate
Mobile Phone
Email
J. W.
Wealth Associate
Mobile Phone
Email

Contact profiles from Alluvial Private Wealth

Name

Title

Contact Info

Location

Last Update

L. O.
President, Wealth Advisor
Mobile Phone
Email
Sep 12, 2025
M. O.
Wealth Manager
Mobile Phone
Email
United States
Oct 21, 2025
J. W.
Wealth Management Associate
Mobile Phone
Email
Oct 20, 2025
J. W.
Wealth Associate
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Alluvial Private Wealth known for?

Alluvial Private Wealth was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in 107 N. Main Street, Suite 202 Marion, OH 43302, US. Explore Alluvial Private Wealth's company overview page for more information.

What is Alluvial Private Wealth's most common email format?

Alluvial Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alluvial Private Wealth email formats with LeadIQ.

How many employees does Alluvial Private Wealth have currently?

Alluvial Private Wealth has approximately 11 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Alluvial Private Wealth's key employees and leadership?

As of October 2025, Alluvial Private Wealth's key employees include:

President, Wealth Advisor: L. O.
Wealth Manager: M. O.
Wealth Management Associate: J. W.
Wealth Associate: J. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.