Olson Wealth

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

468 S Seguin Ave Ste 400B, New Braunfels...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
1
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1

About Olson Wealth

Olson Wealth Management specializes in investment management and strategic wealth planning, aiming to be a trusted advisor for their clients. They offer services such as annuities, investment planning, and U.S. government securities, catering to individuals, families, and small businesses. The firm emphasizes a personalized client experience, focusing on understanding client goals and developing tailored financial plans. Their services also include bookkeeping, payroll, tax preparation, and retirement plans for small businesses.Explore more
Olson Wealth's Social MediaPopular SearchesOlson WealthOlson Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Olson Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Olson Wealth

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2005
JI
Jill IsbellWealth Advisor & Managing Director
<$5M
1-10
Private
-
2019
ST
Stephanie ThompsonManager, Cpc, Billing
<$5M
1-10
Private
-
2019
SB
Shuyang BalaziSenior Fiduciary Wealth Management Advisor
<$5M
1-10
Private
-
2014
GM
Gregory MulburyManaging Member
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Olson Wealth Tech Stack

A closer look at the technologies used by Olson Wealth

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Frequently Asked Questions Regarding Olson Wealth

What is Olson Wealth's official website?
Olson Wealth's official website is www.olsonwealthmanagement.com
What is Olson Wealth's Revenue?
Olson Wealth's revenue is <$5 Million
What is Olson Wealth's SIC code?
Olson Wealth's SIC: 62,628
What is Olson Wealth's NAICS code?
Olson Wealth's NAICS: 52,523
How many employees does Olson Wealth have?
Olson Wealth has 1-10 employees
What industry does Olson Wealth belong to?
Olson Wealth is in the industry of: Finance, Securities Trading
What is Olson Wealth competition?
Olson Wealth top competitors include: KB Wealth, Capital 360 Financial, Creative Financial Services, Prism Wealth Preservation
What technology does Olson Wealth use?
Some of the popular technologies that Olson Wealth uses are: Drupal, reCAPTCHA, Google Universal Analytics, Drupal 8
What does Olson Wealth do?

Olson Wealth Management specializes in investment management and strategic wealth planning, aiming to be a trusted advisor for their clients. They offer services such as annuities, investment planning, and U.S. government securities, catering to individuals, families, and small businesses. The firm emphasizes a personalized client experience, focus... ing on understanding client goals and developing tailored financial plans. Their services also include bookkeeping, payroll, tax preparation, and retirement plans for small businesses.Read More

What are Olson Wealth social media links?
Olson Wealth Facebook page
Is Olson Wealth a public company?
Olson Wealth is private company therefore does not currently have an official ticker symbol
See more information about Olson Wealth

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