Scott
Bird
Olympus Wealth Management, LLC
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About this Advisor
Scott Bird is a financial advisor based in Midvale, Utah, who has 8 years of relevant experience. Bird is on the advisory team at Olympus Wealth Management, LLC. During their career, the advisor has held roles at Jp Morgan Securities Inc, Cs Planning Corp Dba Olympus Wealth Management, University Of Utah - David Eccles School Of Business and Olympus Wealth Management, LLC. Bird has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Idaho, Texas, Utah and Wyoming. Olympus Wealth Management, LLC is a firm headquartered in Midvale, UT. It manages $788 million in assets under management between its 586 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 586 customer accounts, 65% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules depend on which service is offered. Fee types charged by Olympus Wealth Management, LLC likely are comprised of any 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
Scott Bird Work History
Scott has been registered as a financial advisor for 8 years.*
Olympus Wealth Management, LLC
Cs Planning Corp Dba Olympus Wealth Management
University Of Utah - David Eccles School Of Business
Jp Morgan Securities Inc
*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 Scott Bird 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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