Matthew
Bloomkrull
Olympus Wealth Management, LLC
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About this Advisor
Matthew Bloomkrull is a certified financial planner operating in Midvale, Utah with a total of 8 years of industry experience. Bloomkrull is an employee of Olympus Wealth Management, LLC. Throughout their career, Bloomkrull has worked at Park City Mountain Resort, J.P. Morgan Securities Inc, University Of Utah Business Alumni Association, Salt Lake Estate Planning Council, Cs Planning Corp Dba Olympus Wealth Management and Olympus Wealth Management, LLC. Bloomkrull holds Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to work in Idaho, Texas, Utah and Wyoming. Olympus Wealth Management, LLC is a financial advisory company that has its headquarters in Midvale, UT. It controls $788 million in total assets among its 586 customer accounts, making it one of the larger firms in the country by assets under management. The firm provides services to three charities and foundations. Of its 586 client accounts, 65% belong to high-net-worth investors who have greater than $1 million in assets. Olympus Wealth Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services are offered. Fee types billed by Olympus Wealth Management, LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Olympus Wealth Management, LLC Brokerage Details
$787,732,646
17
586
$1,344,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Matthew Bloomkrull Work History
Matthew has been registered as a financial advisor for 8 years.*
Olympus Wealth Management, LLC
University Of Utah Business Alumni Association
Salt Lake Estate Planning Council
Cs Planning Corp Dba Olympus Wealth Management
J.P. Morgan Securities Inc
Park City Mountain Resort
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Bloomkrull 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
