OLSON WEALTH MANAGEMENT, INC.
SARASOTA, FLORIDA

It is our mission to guide clients through the treacherous pathway of an uncertain financial landscape. The Olson Wealth Management family is interested in protecting wealth as well as growing wealth. Financial security is a concept that our clients strive to achieve for themselves and their families. Olson Wealth Management does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client utilizing an individualized approach. We're here to help. Get in touch with us and we'll happily guide you in the right direction. Our Company It is our mission to guide clients through the treacherous pathway of an uncertain financial landscape. The Olson Wealth Management family is interested in protecting wealth as well as growing wealth. Financial security is a concept that our clients strive to achieve for themselves and their families. Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs. Advisory services offered through Blackridge Asset Management, LLC an SEC Registered Investment Advisory firm. OLSON WEALTH MANAGEMENT is not an affiliate of Peak Brokerage Services, LLC or Blackridge Asset Management, LLC. 

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