Olive Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1333 Heights Blvd Ste 101, Houston, Texa...

Phone Number

(713) 554-0083

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Olive Wealth Management

Olive Wealth Management is a registered investment advisory firm founded in 2016, dedicated to helping individuals and families achieve their financial goals through prudent financial planning and evidence-based investing. The firm serves high achievers who value strong moral character and are committed to developing and maintaining long-term financial plans. With a focus on integrity, discipline, and service, Olive Wealth Management offers customized investment strategies and ongoing asset management. Their process includes personalized meetings, thorough assessments, and continuous communication to ensure clients' financial visions are realized.Explore more
Popular SearchesOlive Wealth Management LLCOliveOlive Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Olive Wealth Management Org Chart

PhoneEmail
Klint Olive, President at Olive Wealth Management
United States flag for contact location.

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Olive Wealth Management

<$5M
1-10
Private
-
2016
Klint Olive, President at Olive Wealth Management
Klint OlivePresident
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
$5.6M
11-50
Private
<$5M
2012
RD
Richard DeFrancescoChief Operating Officer
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Olive Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Olive Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Olive Wealth Management.

Olive Wealth Management Tech Stack

A closer look at the technologies used by Olive Wealth Management

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Frequently Asked Questions Regarding Olive Wealth Management

What is Olive Wealth Management's official website?
Olive Wealth Management's official website is www.olivewm.com
What is Olive Wealth Management's Revenue?
Olive Wealth Management's revenue is <$5 Million
What is Olive Wealth Management's SIC code?
Olive Wealth Management's SIC: 62,628
What is Olive Wealth Management's NAICS code?
Olive Wealth Management's NAICS: 52,523
How many employees does Olive Wealth Management have?
Olive Wealth Management has 1-10 employees
What industry does Olive Wealth Management belong to?
Olive Wealth Management is in the industry of: Finance, Securities Trading
What is Olive Wealth Management competition?
Olive Wealth Management top competitors include: Bollin Wealth Management, Reynolds Wealth Management, Beirne Wealth Consulting Services, Goodrich and Associates
What technology does Olive Wealth Management use?
Some of the popular technologies that Olive Wealth Management uses are: WordPress.org, Cloudflare Website Optimization, Google Font API, Google Tag Manager
How do I contact Olive Wealth Management?
Olive Wealth Management contact info: Phone number: (713) 554-0083 Website: www.olivewm.com
What does Olive Wealth Management do?

Olive Wealth Management is a registered investment advisory firm founded in 2016, dedicated to helping individuals and families achieve their financial goals through prudent financial planning and evidence-based investing. The firm serves high achievers who value strong moral character and are committed to developing and maintaining long-term finan... cial plans. With a focus on integrity, discipline, and service, Olive Wealth Management offers customized investment strategies and ongoing asset management. Their process includes personalized meetings, thorough assessments, and continuous communication to ensure clients' financial visions are realized.Read More

Is Olive Wealth Management a public company?
Olive Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Olive Wealth Management

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