Oliver Wealth Management

CRD 314867 · Towson, MD · $340.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 314867
SEC number: 801-121543
Firm type: RIA
Assets under management: $340.4M as of Mar 30, 2026
Website: oliverwealth.com ↗
Phone: (410) 343-7125
Address: 901 Dulaney Valley Road, Towson, MD, 21204

Advisors at this firm

5 in our index · page 1 of 1

George Mitchell BoudreauCRD 8230962 · Towson, MD

IA Registered
Andrew KnachelCRD 7343850 · Towson, MD

IA Registered
Nathan Thomas McduffeeCRD 7192012 · Towson, MD

IA RegisteredRegistration inactive
Brandon Christopher OliverCRD 3251099 · Boca Raton, FL

IA RegisteredRegistration inactive
Joseph Michael PlumeCRD 6826151 · Towson, MD

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

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