Oliver Wealth Management
Boca Raton, Florida
Oliver Wealth Management is a well-established investment advisory firm headquartered in Boca Raton, FL. With three offices, they provide comprehensive financial solutions to clients in the region. With a team of six dedicated professionals, including four experienced investment advisors, Oliver Wealth Management offers a range of services to meet their clients' needs. With over 860 individual clients and a remarkable $248,116,000 in assets under management, Oliver Wealth Management has built a substantial portfolio. They have earned a strong reputation in managing assets from employer 401(k) plans and individual accounts, which ...
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Assets Under Mgmt

$248.12M

Investment Professionals

4

Locations

2

% 401K & Individual

55%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Insurance broker or agent
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