Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrey? Claim Your ProfileAudrey Dalsass is an investment advisor representative associated with Olympus Wealth Management, LLC. Audrey has been with the firm since May 2021 and is registered with the state of Utah. Audrey has a Series 65 license and is active in the state of Idaho, Utah, and Wyoming. Audrey has been in the financial services industry since May 2021. The firm has a strong focus on providing personalized financial advice and planning services to a diverse clientele. They specialize in working with high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting (multi-family office and private investments)
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
UT
06/27/2024 - Present
Olympus Wealth Management, LLC (COTTONWOOD HEIGHTS UT)
IA
Issued 08/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Audrey Dalsass is the right advisor for you? Invested Better is here to help.
