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Travis Mccann Peugnet

Olympus Wealth Management, LLC

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About Travis Mccann Peugnet

Travis McCann Peugnet is a financial advisor with over 8 years of experience in the industry. Travis is registered with Olympus Wealth Management, LLC in Cottonwood Heights, UT and is also registered with the following states: Idaho, Texas, Utah and Wyoming. Travis is also a Certified Financial Planner. Travis's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated and HSBC Securities. Travis specializes in providing financial advice to individuals, corporations and charitable organizations.

Firm Information

Travis Peugnet 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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Travis Peugnet’s Registration & Firm History

UT

07/09/2024 - Present

Olympus Wealth Management, LLC (COTTONWOOD HEIGHTS UT)

UT

08/30/2016 - 07/06/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVO UT)

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Licenses & Designations

BOTH

Issued 05/05/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis Mccann Peugnet.
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