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Olson Wealth Group Information

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Olson Wealth Group is a private, multi-family office, wealth and investment management firm focused on multi-generational planning and education, family cohesion, and unified mission and values.

Website https://www.olsonwealthgroup.com
Revenue $5 million
Employees 7 (5 on RocketReach)
Founded 1982
Address 8500 Normandale Lake Blvd Suite 970, Bloomington, Minnesota 55437, US
Phone +1 614-777-1000
Fax (952) 921-2181
Technologies
Industry Financial Services, Finance General, Finance
Keywords Multi Family Office, Wealth Management, Multigenerational Planning, Family Office Services, Investment Management, Investment Advisory, Family Governance, Financial Planning, Portfolio Management, Wealth Preservation, Financial Advisory, Asset Allocation, Wealth Transfer, Estate Planning, Legacy Planning, Risk Management, Retirement Planning, Tax Planning, Financial Education, Philanthropic Planning
Competitors Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, Wells Fargo Advisors +33 more (view full list)
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies

Olson Wealth Group Questions

The Olson Wealth Group annual revenue was $5 million in 2026.

Sharon Olson is the Founder and President of Olson Wealth Group.

5 people are employed at Olson Wealth Group.

Olson Wealth Group is based in Bloomington, Minnesota.

The NAICS codes for Olson Wealth Group are [523, 52, 52393, 5239].

The SIC codes for Olson Wealth Group are [62, 628].

Top Olson Wealth Group Employees

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