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Scott Aikele Bird

Olympus Wealth Management, LLC

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About Scott Aikele Bird

Scott Aikele Bird is a registered investment advisor representative with Olympus Wealth Management, LLC. Scott has been in the industry since 2007. Scott has passed the Series 63, Series 66, and Series 7 exams. Scott is registered in Idaho, Texas, Utah, and Wyoming. Scott has a long history of working with individual clients, and he is known for his commitment to building lasting relationships with his clients. Scott has experience with a variety of financial planning needs, including retirement planning, college savings, and estate planning. Scott has also worked extensively with charitable organizations, corporations, and high-net-worth individuals. In addition to financial planning, Scott also provides investment management services.

Firm Information

Scott Bird is currently registered with Olympus Wealth Management, LLC. Olympus Wealth Management, LLC is an investment advisor based in COTTONWOOD HEIGHTS, UT. They manage approximately $852,696,734 in assets for 597 clients. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals, and consulting (multi-family office and private investments). They also select other advisors for their clients. Their client base includes individuals, corporations, charitable organizations, and pooled investment vehicles.
Olympus Wealth Management, LLC

6985 UNION PARK CENTER

COTTONWOOD HEIGHTS, UT 84047

$852.70M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting (multi-family office and private investments)

Consulting (multi-family office and private investments)

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Bird’s Registration & Firm History

UT

09/17/2018 - Present

Olympus Wealth Management, LLC (COTTONWOOD HEIGHTS UT)

UT

10/01/2008 - 05/14/2013

J.P. MORGAN SECURITIES LLC (SALT LAKE CITY UT)

CA

08/22/2007 - 10/01/2008

J.P. MORGAN SECURITIES INC. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 11/19/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/03/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Aikele Bird.
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