Investment Disclosure

Last updated: May 2026

Registered Investment Adviser

Olympus Wealth Management LLC ("Olympus") is a registered investment adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. The information on this website is for informational purposes only.

No Investment Advice

The information contained on this website does not constitute investment advice, and should not be used as the basis for any investment decision. Nothing on this website should be construed as a solicitation or offer to buy or sell any security or investment product.

Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

Form ADV

As a registered investment adviser, Olympus Wealth Management files a Form ADV with the SEC. This document describes our business operations, ownership, services, fees, and potential conflicts of interest. Our Form ADV is available upon request and through the SEC's IAPD database.

Fiduciary Standard

Olympus Wealth Management operates as a fiduciary at all times. As a fiduciary, we are legally obligated to act in our clients' best interests, place our clients' interests ahead of our own, and avoid or disclose material conflicts of interest.

Fee Disclosure

Olympus Wealth Management charges fees based on a percentage of assets under management. Our fee schedule is fully disclosed in our Form ADV, Part 2A. We do not receive commissions, referral fees, or any other form of compensation from product manufacturers or third parties.

Limitations

Olympus Wealth Management provides investment advisory services only to clients who have entered into a formal advisory agreement. Services described on this website are subject to the terms of that agreement. Not all services are available to all clients.

Contact

For questions about these disclosures, please contact us at Joshlontoc@gmail.com or call (216) 346-6996.