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OLYMPUS PEAKS FINANCIAL, LLC

CRD 283040 · SEC 801-134885

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9035 S 1300 E STE 120, SANDY, UT, 84094, United States

Phone

(801) 566-3510

Fax

(801) 566-1832

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$141.4M

Discretionary AUM

$141.4M

Team

1 total employees; 1 advisory reps; 18 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-01-21

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals81$35.4M
High net worth individuals82$106.1M

States served

AR, CO, MN, NV, NC, OH, TN, UT, WY, FL

All web addresses on file

Official SEC filing: View on IAPD