OLLIE GRANT PRIVATE WEALTH

OLLIE GRANT PRIVATE WEALTH, LLC

CRD 332010

Visit website

123 NW 4TH STREET, SUITE 14, EVANSVILLE, IN, 47708, United States

Phone

855-792-6836

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$5.8M

Discretionary AUM

$5.8M

Team

4 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

Fees

Percentage of AUM; Hourly charges; Commissions; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-02-06

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Pooled investment vehicles	1	$5.8M

All web addresses on file

https://www.olliegrantprivatewealth.com

Official SEC filing: View on IAPD