Oliver Wealth Management
Oliver Wealth Management is an SEC-registered mass-market adviser in Towson, MD with $340.4M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Oliver Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314867, SEC 801-121543, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $340.4M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Towson, MD
- Employees
- 6
- Clients
- 496
- CRD
- 314867
- Ownership
- OLIVER, BRANDON, CHRISTOPHER; McDuffee, Nathan, Thomas; GALLO, TINA, LOUISE; HOLMAN, TIFFANY, WENDY
How much AUM does Oliver Wealth Management have?
Oliver Wealth Management reported $340.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Oliver Wealth Management?
Disclosed owners and executives of Oliver Wealth Management include OLIVER, BRANDON, CHRISTOPHER, McDuffee, Nathan, Thomas, GALLO, TINA, LOUISE, HOLMAN, TIFFANY, WENDY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.