# Olma Advisors

> Olma Advisors is a state-registered investment advisory firm in Los Gatos, CA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 8, 2026.

- CRD: 306220
- Filed as: OLMA ADVISORS
- Legal name: Olma Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Gatos, CA
- Filing period: October 2026
- Form ADV filing dated: March 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306220
- AdvisorCensus page: https://advisorcensus.com/firm/olma-advisors-los-gatos-ca-306220

## Quick answers

**How is Olma Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Olma Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Olma Advisors located?**
Olma Advisors' principal office is in Los Gatos, CA, according to its Form ADV.

**Is Olma Advisors registered with the SEC or a state?**
Olma Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306220.

**How much does Olma Advisors manage?**
Olma Advisors reports $4,445,250 in regulatory assets under management in its Form ADV filing dated March 8, 2026 (100% discretionary).

**What types of clients does Olma Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (1); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Olma Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306220

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $4,445,250
- Discretionary: $4,445,250
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,576,538 |
| High net worth individuals | 1 | $2,064,114 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $788,976 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $15,622 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Olma Advisors (CRD 306220): Form ADV filing data as of October 2026.