Corey
Pederson

Olympus Wealth Management, LLC

CRD#5530646
Investment Advisor
in Midvale, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Corey Pederson is a financial advisor based in Midvale, Utah, working with Olympus Wealth Management, LLC. Corey has previously held positions at Small Business Administration, Wells Fargo, Link Squares, Law Offices Of Corey Pederson, Olympus Wealth Management, and Young Presidents Organization (Ypo) Next Generation Los Angeles. Corey has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Texas and Utah. Currently, Corey 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

Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6985 Union Park Center Suite 435
Midvale, UT 84047

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Olympus Wealth Management, LLC Brokerage Details

Total Assets Under Management

$852,696,734

UT Average: $693,624,108
Total Number of Employees

19

UT Average: 12
Total Number of Accounts

597

UT Average: 1,115
Average Account Size

$1,428,303

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Corey Pederson Work History

2021 - Present (3 years)

Olympus Wealth Management

2017 - Present (7 years)

Law Offices Of Corey Pederson

2012 - Present (12 years)

Young Presidents Organization (Ypo) Next Generation Los Angeles

2020 - 2021 (1 year)

Small Business Administration

2018 - 2019 (1 year)

Wells Fargo

2017 - 2018 (1 year)

Link Squares

Disclosures

Please visit the SEC profile of Corey Pederson 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

Ryan Gardner
Midvale, UT
Landon Thompson
Midvale, UT
Scott Poelman
Midvale, UT
Trent Morgan
Midvale, UT
Scott Bird
Midvale, UT
Carol Lens
Midvale, UT
Corey Pederson
Midvale, UT
Audrey Dalsass
Midvale, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started