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OLMA ADVISORS
OLMA FINANCIAL LLC
CRD 306220
16185 LOS GATOS BLVD, SUITE 205, LOS GATOS, CA, 95032, United States
Phone
650-353-7737
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.4M
Discretionary AUM
$4.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; INANCIAL PLANNING COMPLEXITY-BASED FEES
Org form
Limited Liability Company
Filing date
2026-03-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.6M |
| High net worth individuals | 1 | $2.1M |
| Pension/profit sharing plans | 1 | $789K |
| Corporations/business entities | 1 | $16K |
Official SEC filing: View on IAPD