Carol
Lens
Olympus Wealth Management, LLC
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About this Advisor
Carol Lens is a financial advisor based in Midvale, Utah, working with Olympus Wealth Management, LLC. Carol has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Olympus Wealth Management, Qualtrics, Property Executives LLC, and J.P. Morgan Securities, LLC. Carol has passed the Series 66 regulatory exam and is registered to provide services in Texas and Utah. Currently, Carol is part of Olympus Wealth Management, LLC, which operates out of Midvale, Utah. The firm has 19 employees and manages assets totaling $852.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Olympus Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Olympus Wealth Management, LLC Brokerage Details
$852,696,734
19
597
$1,428,303
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Carol Lens Work History
Olympus Wealth Management
Property Executives LLC
Qualtrics
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disclosures
Please visit the SEC profile of Carol Lens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Olympus Wealth Management, LLC
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
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