# Olympia Wealth Management

> Olympia Wealth Management is a state-registered investment advisory firm in Lafayette, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 300261
- Filed as: OLYMPIA WEALTH MANAGEMENT
- Legal name: OWM Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lafayette, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300261
- AdvisorCensus page: https://advisorcensus.com/firm/olympia-wealth-management-lafayette-ca-300261

## Quick answers

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

**Where is Olympia Wealth Management located?**
Olympia Wealth Management's principal office is in Lafayette, CA, according to its Form ADV.

**Is Olympia Wealth Management registered with the SEC or a state?**
Olympia Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300261.

**How much does Olympia Wealth Management manage?**
Olympia Wealth Management reports $20,482,810 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Olympia Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); pension and profit sharing plans (but not the plan participants or government pension plans) (8); corporations or other businesses not listed above (3).

**Does Olympia 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/300261

## 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: $20,482,810
- Discretionary: $20,482,810
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $257,314 |
| High net worth individuals | 35 | $8,416,101 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $10,316,377 |
| Corporations or other businesses not listed above | 3 | $1,493,018 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2019 (7 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. Olympia Wealth Management (CRD 300261): Form ADV filing data as of October 2026.