OLSON WEALTH MANAGEMENT, INC.
SARASOTA, FLORIDA

Olson Wealth Management, Inc., founded on September 28, 2013, is a Florida-based financial advisory firm dedicated to guiding clients through an unpredictable financial landscape. Headquartered in Sarasota, FL, at 4077 Flamingo Avenue (Mailing Address: Sarasota, FL 34242), the company focuses on both protecting and growing wealth with unparalleled trust, integrity, and respect. Olson Wealth Management leverages a collaborative team approach to professionally support, educate, and provide personalized advisory services to its clients. The firm offers advisory services through Blackridge Asset Management, LLC, an SEC Registered Investment Advisory firm, ensuring that clients receive high-quality financial guidance. Notably, Olson Wealth Management is not affiliated with Peak Brokerage Services, LLC or Blackridge Asset Management, LLC. To cater to diverse financial needs, the company provides valuable resources such as client logins and financial calculators on its website, olsonwealthmanagement.com. With phone contact available at (830) 549-3526; (210) 860-7338; and (281) 925-0609, clients can easily get in touch to receive expert guidance. The company holds a Florida Company Status under the Florida Department of State (FLORIDA DOCS ID: P13000080150). It is overseen by President James P. Olson and filed with FEI Number: 46-3762835. Olson Wealth Management's commitment to fostering financial security for its clients shines through its dedication to personalized attention and educational support.

KEY FACTS ABOUT OLSON WEALTH MANAGEMENT, INC.

Company name
OLSON WEALTH MANAGEMENT, INC.
Status
Active
Filed Number
P13000080150
FEI Number
46-3762835
Date of Incorporation
September 28, 2013
Age - 12 years
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://olsonwealthmanagement.com
Phones
(830) 549-3526
(210) 860-7338
(281) 925-0609

OLSON WEALTH MANAGEMENT, INC. NEAR ME

Principal Address
500 S PALM AVE,
UNIT 81,
Sarasota,
FL,
34236,
US

See Also

Officers and Directors

The OLSON WEALTH MANAGEMENT, INC. managed by the one person from Sarasota on following positions: President

James P Olson

Position
President Active
From
Sarasota, FL





Registered Agent is James P Olson

From
Sarasota, 34236

Annual Reports

2025
February 11, 2025
2024
March 1, 2024