OLEA ADVISORY SERVICES

CRD 340377

1250 S. PINE ISLAND ROAD, SUITE 225, PLANTATION, FL, 33324, United States

Phone

954-414-0915

Fax

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Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-03

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING OF INDIVIDUAL NEEDS AND RETIREMENT PLANS

Official SEC filing: View on IAPD