Insights

Strong Acquisition Deal Olympus Wealth Management was recently acquired by Lido Advisors, LLC, a leading wealth advisory firm with over $29 billion in assets under management, indicating a strategic move towards expanding their client base and assets under management.

High-Net-Worth Focus The company specializes in serving high-net-worth and ultra-high-net-worth families, presenting an opportunity to offer premium, customized financial products and advanced estate planning solutions tailored to affluent clients.

Growth Revenue Range With annual revenues estimated between $10 million and $25 million, Olympus Wealth Management demonstrates a solid financial base, indicating potential for upselling comprehensive wealth management services and premium advisory packages.

Favorable Market Position As an independent, fiduciary-focused firm, Olympus Wealth Management offers unbiased advice and access to global resources, making it an attractive partner for premium financial products and services seeking to align with high-trust standards.

Technology Stack Usage The firm's utilization of modern software tools like Salesforce and WordPress suggests openness to integrating innovative digital solutions, presenting opportunities for product demonstrations in client relationship management, marketing automation, and financial planning platforms.

Similar companies to Olympus Wealth Management, LLC

Olympus Wealth Management, LLC Tech Stack

Olympus Wealth Management, LLC uses 8 technology products and services including Google Hosted Libraries, WordPress, Salesforce, and more. Explore Olympus Wealth Management, LLC's tech stack below.

Google Hosted Libraries
Content Delivery Network
WordPress
Content Management System
Salesforce
Customer Relationship Management
Google Fonts API
Font Scripts
jQuery
Javascript Libraries
jQuery Mobile
Mobile Frameworks
Google Tag Manager
Tag Management
GoDaddy
Web Hosting

Media & News

Olympus Wealth Management, LLC's Email Address Formats

Olympus Wealth Management, LLC uses at least 1 format(s):

Olympus Wealth Management, LLC Email Formats	Example	Percentage
First.Last@olympuswealthmanagement.com	John.Doe@olympuswealthmanagement.com	83%
Last@olympuswealthmanagement.com	Doe@olympuswealthmanagement.com	13%
FirstL@olympuswealthmanagement.com	JohnD@olympuswealthmanagement.com	4%

Frequently Asked Questions

Where is Olympus Wealth Management, LLC's headquarters located?

Olympus Wealth Management, LLC's main headquarters is located at 6985 Union Park Center Suite 435 Cottonwood Heights, Utah 84047 United States. The company has employees across 1 continents, including North America.

What is Olympus Wealth Management, LLC's phone number?

You can contact Olympus Wealth Management, LLC's main corporate office by phone at

+1-801-449-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Olympus Wealth Management, LLC's official website and social media links?

Olympus Wealth Management, LLC's official website is olympuswealthmanagement.com and has social profiles on LinkedIn.

What is Olympus Wealth Management, LLC's NAICS code?

Olympus Wealth Management, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Olympus Wealth Management, LLC have currently?

As of February 2026, Olympus Wealth Management, LLC has approximately 16 employees across 1 continents, including North America. Key team members include Co-Founder, Managing Partner And Chief Investment Officer: M. B.Managing Partner: M. K.Associate Investment Manager: A. D.. Explore Olympus Wealth Management, LLC's employee directory with LeadIQ.

What industry does Olympus Wealth Management, LLC belong to?

Olympus Wealth Management, LLC operates in the Investment Management industry.

What technology does Olympus Wealth Management, LLC use?

Olympus Wealth Management, LLC's tech stack includes Google Hosted LibrariesWordPressSalesforceGoogle Fonts APIjQueryjQuery MobileGoogle Tag ManagerGoDaddy.

What is Olympus Wealth Management, LLC's email format?

Olympus Wealth Management, LLC's email format typically follows the pattern of First.Last@olympuswealthmanagement.com. Find more Olympus Wealth Management, LLC email formats with LeadIQ.

When was Olympus Wealth Management, LLC founded?

Olympus Wealth Management, LLC was founded in 2013.

Olympus Wealth Management, LLC

Q: What technology does Olympus Wealth Management, LLC use?

Olympus Wealth Management, LLC's tech stack includes Open Graph, Google Tag Manager, Google Hosted Libraries, RSS, Node.js.

Q: What is Olympus Wealth Management, LLC's NAICS code?

Olympus Wealth Management, LLC's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementUtah, United States11-50 Employees

At Olympus Wealth Management we help clients achieve the freedom and peace of mind to pursue their passions.  Olympus Wealth Management was founded by partners who have spent their careers working with high-net-worth and ultra-high-net-worth families. The company was created with the needs of wealthy families in mind.  Olympus Wealth Management customizes solutions for wealthy families through sophisticated planning, investment management, first-class service, and a multi-family office.  We begin with the end in mind and first seek to understand our clients' goals and objectives.  This understanding helps direct our planning and investment process.  As a truly independent company, we become better fiduciaries and can provide access to the best global resources and advice free from bias. For advisory services and disclosures, please visit our website at https://www.olympuswealthmanagement.com.

Company Overview

Headquarters: 6985 Union Park Center Suite 435 Cottonwood Heights, Utah 84047 United States
Phone number: +1-801-449-****
Website: olympuswealthmanagement.com
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 2013
Employees: 11-50