Oliver Wealth Management
Oliver Wealth Management (CRD# 314867) is a financial advisory firm headquartered in Towson, MD. They manage $290,000,000 in 1,500 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management290MILLION
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Total Number of Accounts1,500ACCOUNTS
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Average Account Value$193,333
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, IL, MD, MO, PA, TX, VA
Financial Advisors at Oliver Wealth Management
1
Heath Harris (CRD# 5183327) is an Investment Advisor Representative working at Oliver Wealth Management in Towson, MD and has over 14 years of experience in the finance industry.
2
Brandon Oliver (CRD# 3251099) is an Investment Advisor Representative working at Oliver Wealth Management in Towson, MD and has over 24 years of experience in the finance industry.
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