DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Olympus Wealth Management, LLC

Former SEC-registered adviserCottonwood Heights, UtahCRD 173715SEC 801-80761websiteIAPD
Latest filing Jul 3, 2025
First filing on the tape Dec 12, 2014 · 30 filings
SEC status approved since Jan 2, 2015
RAUM
$850M
reported, Item 5.F
Discretionary
83%
of RAUM
Private clients
40%
$340M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
18
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$850M as of Jul 3, 2025
Feb 11, 2016$124M then
HNW client RAUM$334M as of Jul 3, 2025
Mar 31, 2018$138M then
State-registered IARs (5.B.3)13 as of Jul 3, 2025
Feb 11, 20163 then
Employees (5.A)18 as of Jul 3, 2025
Feb 11, 20163 then
Private funds: no history
RAUM -0.3% over the last fiscal year-0.5% a year over threeIARs 13 to 13
Practice profile
derived from the filing of Jul 3, 2025; every figure names its basis
RAUM per advisor
$65.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
12derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.7MderivedHNW RAUM over HNW clients
Average account
$1.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
83%derivedof RAUM
Institutional
21%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
13.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-0.3%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
-0.6%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisers, otherreportedItem 5.G
Custody
$198M, 55 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$334M39%
  • Corporations and businesses$291M34%
  • Charitable organizations$183M21%
  • Pooled investment vehicles$35.7M4.2%
  • Individuals$6.7M0.8%
Individual clients
37reported
HNW clients
124reported
Pension plan clients
0reported
Charitable clients
3reported
Accounts
601reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$198M for 55 clientsreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
9 left, 0 joined in 12 months
net -9 in 12 months0 left in 90 days0 joined in 90 days14 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
  • 9 left for Lido
    Sep 19, 2025 · Cottonwood Heights, Ut · Firm absorbed
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Aikele Scott Bird · Managercontrol
    since 01/2015 · owns 25% to 50%
  • Thomas Matthew Bloomkrull · Member & Managercontrol
    since 01/2015 · owns 25% to 50%
  • Stoddard Scott Poelman · Managercontrol
    since 01/2015 · owns 25% to 50%
  • Aikele Scott Bird · Trusteecontrol
    since 04/2017 · owns F of The Bird Family Trust
  • Noel Heidi Poelman · Investment Trusteecontrol
    since 09/2021 · owns F of Lsc Captain 818 Trust
  • Stoddard Scott Poelman · Investment Trusteecontrol
    since 09/2021 · owns F of Lsc Captain 818 Trust
  • Stoddard Scott Poelman · Managercontrol
    since 09/2021 · owns F of Lsc Adventure 818 LLC
  • Barbara Donna Dimaria · Chief Compliance Officer
    since 04/2024 · owns less than 5%
  • Anne Julie Bird · Trustee
    since 04/2017 · owns F of The Bird Family Trust
Entity owners
  • Lsc Adventure 818 LLC · Member
    direct · owns 25% to 50%
  • The Bird Family Trust · Member
    direct · owns 25% to 50%
  • Lsc Captain 818 Trust · Member
    indirect · owns 75% or more of Lsc Adventure 818 LLC
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Cottonwood Heights, Ut · principal009
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Financial planning clients · 1-10 to 1-10
    Jun 26, 2025 to Jul 3, 2025
  • Accounts · 597 to 601
    May 24, 2024 to Mar 20, 2025
  • Advisory employees · 15 to 13
    May 24, 2024 to Mar 20, 2025
  • Corporate clients · 39 to 36
    May 24, 2024 to Mar 20, 2025
  • HNW clients · 120 to 124
    May 24, 2024 to Mar 20, 2025
  • Individual clients · 42 to 37
    May 24, 2024 to Mar 20, 2025
  • Assets in custody · $214M to $198M
    May 24, 2024 to Mar 20, 2025
  • Employees · 19 to 18
    May 24, 2024 to Mar 20, 2025
  • Discretionary RAUM · $699M to $707M
    May 24, 2024 to Mar 20, 2025
  • HNW RAUM · $317M to $334M
    May 24, 2024 to Mar 20, 2025
  • Individual RAUM · $9.7M to $6.7M
    May 24, 2024 to Mar 20, 2025
  • Non-discretionary RAUM · $153M to $143M
    May 24, 2024 to Mar 20, 2025
  • Pooled vehicle RAUM · $36.2M to $35.7M
    May 24, 2024 to Mar 20, 2025
  • RAUM · $853M to $850M
    May 24, 2024 to Mar 20, 2025
  • Accounts · 586 to 597
    Mar 28, 2023 to Mar 21, 2024
  • Advisory employees · 13 to 15
    Mar 28, 2023 to Mar 21, 2024
  • Corporate clients · 34 to 39
    Mar 28, 2023 to Mar 21, 2024
  • HNW clients · 151 to 120
    Mar 28, 2023 to Mar 21, 2024
  • Individual clients · 45 to 42
    Mar 28, 2023 to Mar 21, 2024
  • Assets in custody · $184M to $214M
    Mar 28, 2023 to Mar 21, 2024
  • Employees · 17 to 19
    Mar 28, 2023 to Mar 21, 2024
  • Financial planning clients · 11-25 to 1-10
    Mar 28, 2023 to Mar 21, 2024
  • Discretionary RAUM · $665M to $699M
    Mar 28, 2023 to Mar 21, 2024
  • HNW RAUM · $304M to $317M
    Mar 28, 2023 to Mar 21, 2024
  • Individual RAUM · $14.0M to $9.7M
    Mar 28, 2023 to Mar 21, 2024
  • Non-discretionary RAUM · $123M to $153M
    Mar 28, 2023 to Mar 21, 2024
  • Pooled vehicle RAUM · $38.0M to $36.2M
    Mar 28, 2023 to Mar 21, 2024
  • RAUM · $788M to $853M
    Mar 28, 2023 to Mar 21, 2024
  • Accounts · 442 to 586
    Oct 5, 2022 to Mar 28, 2023
  • Advisory employees · 10 to 13
    Oct 5, 2022 to Mar 28, 2023
  • Corporate clients · 33 to 34
    Oct 5, 2022 to Mar 28, 2023
  • HNW clients · 118 to 151
    Oct 5, 2022 to Mar 28, 2023
  • Individual clients · 30 to 45
    Oct 5, 2022 to Mar 28, 2023
  • Assets in custody · $225M to $184M
    Oct 5, 2022 to Mar 28, 2023
  • Employees · 15 to 17
    Oct 5, 2022 to Mar 28, 2023
  • Financial planning clients · 26-50 to 11-25
    Oct 5, 2022 to Mar 28, 2023
  • State-registered IARs · 10 to 13
    Oct 5, 2022 to Mar 28, 2023
  • Discretionary RAUM · $700M to $665M
    Oct 5, 2022 to Mar 28, 2023
  • HNW RAUM · $343M to $304M
    Oct 5, 2022 to Mar 28, 2023
  • Individual RAUM · $6.7M to $14.0M
    Oct 5, 2022 to Mar 28, 2023
Signals
25 dated events
  • Olympus Wealth Management, Llc no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $850.2M)
    Dec 20, 2025 · Left the SEC roster · derived
  • Nathan Stagg left Olympus Wealth Management, Llc for Lido (registered 2025-09-12)
    Sep 19, 2025 · Advisor changed firm · fact
  • Matthew Thomas Bloom-Krull left Olympus Wealth Management, Llc for Lido (registered 2025-09-12)
    Sep 19, 2025 · Advisor changed firm · fact
  • Kyle Brockbank left Olympus Wealth Management, Llc for Lido (registered 2025-09-15)
    Sep 19, 2025 · Advisor changed firm · fact
  • Landon Michael Thompson left Olympus Wealth Management, Llc for Lido (registered 2025-09-18)
    Sep 19, 2025 · Advisor changed firm · fact
  • Audrey Celeste Dalsass left Olympus Wealth Management, Llc for Lido (registered 2025-09-12)
    Sep 19, 2025 · Advisor changed firm · fact
  • Valerie Anne Tanner left Olympus Wealth Management, Llc for Lido (registered 2025-09-22)
    Sep 19, 2025 · Advisor changed firm · fact
  • Carol Lens left Olympus Wealth Management, Llc for Lido (registered 2025-09-15)
    Sep 19, 2025 · Advisor changed firm · fact
  • Scott Aikele Bird left Olympus Wealth Management, Llc for Lido (registered 2025-09-12)
    Sep 19, 2025 · Advisor changed firm · fact
  • Scott Stoddard Poelman left Olympus Wealth Management, Llc for Lido (registered 2025-09-17)
    Sep 19, 2025 · Advisor changed firm · fact
  • Olympus Wealth Management, LLC's advisors moved to Lido (Cottonwood Heights, UT): 9 of 9 registered, on the same day
    Sep 19, 2025 · Firm absorbed (people side) · derived
  • Travis Mccann Peugnet left Olympus Wealth Management, Llc for Crewe Advisors (registered 2025-04-16)
    Apr 7, 2025 · Advisor changed firm · fact
  • Corey T Pederson left Olympus Wealth Management, Llc for Crewe Advisors (registered 2025-02-06)
    Jan 8, 2025 · Advisor changed firm · fact
  • Jordan Layne Eyre left Olympus Wealth Management, Llc for Lpl Financial Llc (registered 2024-06-05)
    May 24, 2024 · Advisor changed firm · fact
  • Benjamin Gajardo left Olympus Wealth Management, Llc for Gajardo Wealth Management Llc (registered 2024-06-04)
    Feb 26, 2024 · Advisor changed firm · fact
  • Stuart Bradshaw Matheson left Olympus Wealth Management, Llc for Diversify Advisory Services, Llc (registered 2023-10-25)
    Oct 26, 2023 · Advisor changed firm · fact
  • Timothy Irving Shumway left Olympus Wealth Management, Llc for Summit Global Investments, Llc (registered 2025-01-07)
    Mar 20, 2023 · Advisor changed firm · fact
  • Bradley Kitt Curtis left Olympus Wealth Management, Llc for Albion Financial Group (registered 2023-03-30)
    Mar 13, 2023 · Advisor changed firm · fact
  • Olympus Wealth Management, Llc reported RAUM $863.4M, up 26% from $683.0M (2021-10-27 to 2022-03-31)
    Mar 31, 2022 · RAUM change · derived
  • Stephen Mark Swensen left Olympus Wealth Management, Llc for Cwm, Llc (registered 2022-08-02)
    Mar 18, 2022 · Advisor changed firm · fact
  • Tyson Conrad Williamson left Olympus Wealth Management, Llc for Capita Financial Network, Llc (registered 2022-11-16)
    Mar 18, 2022 · Advisor changed firm · fact
  • R Kurt Nunez (Chief Compliance Officer) no longer on Schedule A of Olympus Wealth Management, Llc (listed 2021-03-29, absent 2021-06-18)
    Jun 18, 2021 · Control person left · inference
  • Olympus Wealth Management, Llc reported RAUM $629.7M, up 264% from $173.1M (2019-03-29 to 2020-03-31)
    Mar 31, 2020 · RAUM change · derived
  • R Kurt Nunez (Chief Compliance Officer) appeared on Schedule A of Olympus Wealth Management, Llc
    Mar 31, 2020 · Control person joined · fact
  • Olympus Wealth Management, Llc filed its initial SEC registration (Form ADV)
    Dec 12, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026