# Olson Wealth Management

> Olson Wealth Management is a state-registered investment advisory firm in New Braunfels, TX, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 299426
- Filed as: OLSON WEALTH MANAGEMENT
- Legal name: Ofsg, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Braunfels, TX
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299426
- AdvisorCensus page: https://advisorcensus.com/firm/olson-wealth-management-new-braunfels-tx-299426

## Quick answers

**How is Olson Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Olson Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Olson Wealth Management located?**
Olson Wealth Management's principal office is in New Braunfels, TX, according to its Form ADV.

**Is Olson Wealth Management registered with the SEC or a state?**
Olson Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 299426.

**How much does Olson Wealth Management manage?**
Olson Wealth Management reports $17,690,970 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (62% discretionary).

**What types of clients does Olson Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (2); corporations or other businesses not listed above (1).

**Does Olson Wealth Management 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/299426

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,690,970
- Discretionary: $10,978,274
- Non-discretionary: $6,712,696

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $8,694,168 |
| High net worth individuals | 2 | $2,284,106 |
| 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) | 0 | $0 |
| 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 | $6,712,696 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- olsonwealthmanagement.com
- Facebook @kennetholsonwealthmanagment
- LinkedIn @kenolsonrep

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Olson Wealth Management (CRD 299426): Form ADV filing data as of October 2026.