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Scott Stoddard Poelman

Olympus Wealth Management, LLC

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About Scott Stoddard Poelman

Scott Stoddard Poelman is a financial advisor currently registered with Olympus Wealth Management, LLC. Scott has been in the industry since 2010 and has experience with various types of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations. Scott has a series 63 license and a series 66 license. He is licensed to provide advisory services in Idaho, Texas, Utah, and Wyoming. Scott previously worked at J.P. Morgan Securities LLC from 2010 to 2013.

Firm Information

Scott Poelman 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 Poelman’s Registration & Firm History

UT

07/30/2018 - Present

Olympus Wealth Management, LLC (COTTONWOOD HEIGHTS UT)

UT

08/09/2010 - 05/14/2013

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

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Licenses & Designations

BOTH

Issued 09/30/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Stoddard Poelman.
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