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OLSON WEALTH MANAGEMENT
OFSG, LLC
CRD 299426
468 S. SEGUIN AVE., STE. 400-B, NEW BRAUNFELS, TX, 78130, United States
Phone
(210) 860-7338
Fax
(830) 310-6019
Registration
— (—)
Source
State registered
Total AUM
$17.7M
Discretionary AUM
$11.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $8.7M |
| High net worth individuals | 2 | $2.3M |
| Corporations/business entities | 1 | $6.7M |
All web addresses on file
Official SEC filing: View on IAPD