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

Monstro Pcfo, LLC

Former SEC-registered adviserJupiter, FloridaCRD 289439SEC 801-118719IAPD
Latest filing Feb 22, 2021
First filing on the tape Sep 1, 2017 · 13 filings
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM: $0
HNW client RAUM: $0
State-registered IARs (5.B.3)1 as of Feb 22, 2021
Feb 21, 20181 then
Employees (5.A)1 as of Feb 22, 2021
Feb 21, 20181 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Feb 22, 2021; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
n/areported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
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
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Thomas Stephen Olson · Chief Compliance Officercontrol
        since 09/2017 · owns less than 5%
      • Thomas Stephen Olson · Trusteecontrol
        since 02/2015 · owns 50% to 75% of Stephen Thomas Olson Declaration Of Trust Dated February 25, 2015
      Entity owners
      • Olson Wmg, LLC · Member
        direct · owns 75% or more
      • Stephen Thomas Olson Declaration Of Trust Dated February 25, 2015 · Member
        indirect · owns 75% or more of Olson Wmg, LLC
      Related persons
      Schedule D 7.A
      • Atlantic Wealth Partners, LLC
        investment advisernRAUM $198M
      • Awp Acquisitions, LLC
        pooled vehicle sponsory
      • Awp Re, LLC
        pooled vehicle sponsorn
      • Prudent Insurance, LLC
        real estaten
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 0.0 to unset
        Apr 14, 2020 to Feb 22, 2021
      • Discretionary RAUM · 0.0 to unset
        Apr 14, 2020 to Feb 22, 2021
      • Non-discretionary RAUM · 0.0 to unset
        Apr 14, 2020 to Feb 22, 2021
      • RAUM · 0.0 to unset
        Apr 14, 2020 to Feb 22, 2021
      • Business name · OLSON WEALTH ADVISORS, LLC to MONSTRO PCFO, LLC
        Nov 8, 2018 to Apr 14, 2020
      • Charity clients · unset to 0.0
        Nov 8, 2018 to Apr 14, 2020
      • Corporate clients · unset to 0.0
        Nov 8, 2018 to Apr 14, 2020
      • HNW clients · unset to 0.0
        Nov 8, 2018 to Apr 14, 2020
      • Individual clients · unset to 0.0
        Nov 8, 2018 to Apr 14, 2020
      • Pension plan clients · unset to 0.0
        Nov 8, 2018 to Apr 14, 2020
      • Assets in custody · 0.0 to unset
        Nov 8, 2018 to Apr 14, 2020
      • Custody of client assets · true to false
        Nov 8, 2018 to Apr 14, 2020
      • Legal name · OLSON WEALTH ADVISORS, LLC to MONSTRO PCFO, LLC
        Nov 8, 2018 to Apr 14, 2020
      • HNW RAUM · 0.0 to unset
        Nov 8, 2018 to Apr 14, 2020
      • Individual RAUM · 0.0 to unset
        Nov 8, 2018 to Apr 14, 2020
      • Pension RAUM · 0.0 to unset
        Nov 8, 2018 to Apr 14, 2020
      • Pooled vehicle RAUM · 0.0 to unset
        Nov 8, 2018 to Apr 14, 2020
      • Related adviser · false to true
        Nov 8, 2018 to Apr 14, 2020
      • Advisory activities · 3 to 4
        Nov 2, 2018 to Nov 8, 2018
      • Advisory activities · 4 to 3
        Aug 6, 2018 to Oct 25, 2018
      • Advisory activities · 3 to 4
        Jun 12, 2018 to Aug 6, 2018
      • HQ city · WEST PALM BEACH to JUPITER
        Jun 12, 2018 to Aug 6, 2018
      • Assets in custody · unset to 0.0
        Feb 2, 2018 to Feb 21, 2018
      • Custody of client assets · false to true
        Feb 2, 2018 to Feb 21, 2018
      • Pooled vehicle clients · unset to 0.0
        Sep 22, 2017 to Oct 4, 2017
      • Other offices · unset to 0.0
        Sep 22, 2017 to Oct 4, 2017
      • HNW RAUM · unset to 0.0
        Sep 22, 2017 to Oct 4, 2017
      • Individual RAUM · unset to 0.0
        Sep 22, 2017 to Oct 4, 2017
      • Pension RAUM · unset to 0.0
        Sep 22, 2017 to Oct 4, 2017
      • Pooled vehicle RAUM · unset to 0.0
        Sep 22, 2017 to Oct 4, 2017
      Signals
      1 dated events
      • Olson Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
        Sep 1, 2017 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      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