Olio Financial Planning
Olio Financial Planning is an SEC-registered wealth manager in Mclean, VA with $600.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Olio Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282355, SEC 801-111849, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $600.5M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Mclean, VA
- Employees
- 14
- Clients
- 387
- CRD
- 282355
- Ownership
- MILLER, ANDREW, JOSEPH
How much AUM does Olio Financial Planning have?
Olio Financial Planning reported $600.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Olio Financial Planning?
Disclosed owners and executives of Olio Financial Planning include MILLER, ANDREW, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.