# Olson Wealth Management, Inc.

> Olson Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 169452
- Filed as: OLSON WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169452
- AdvisorCensus page: https://advisorcensus.com/firm/olson-wealth-management-inc-169452

## Quick answers

**How is Olson Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Olson Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Olson Wealth Management, Inc. registered with the SEC or a state?**
Olson Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169452.

**How much does Olson Wealth Management, Inc. manage?**
Olson Wealth Management, Inc. reports $46,475,830 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (90% discretionary).

**What types of clients does Olson Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Olson Wealth Management, Inc. 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/169452

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $46,475,830
- Discretionary: $41,875,830
- Non-discretionary: $4,600,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $41,875,830 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,600,000 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- 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. Olson Wealth Management, Inc. (CRD 169452): Form ADV filing data as of October 2026.