SEC Form ADV · CIK 1906766

OLIO FINANCIAL PLANNING

Registered Investment AdviserVA
$600.5M
Assets Under Management
1,640
Total Clients
Get LP Contact Details

Registration Details

CIK
1906766
Accession
CRD-282355
Location
MCLEAN, VA
Filing Date
March 4, 2026
AUM
$600.5M
Total Clients
1,640
Amendment
No

About this Adviser

OLIO FINANCIAL PLANNING is a registered investment adviser headquartered in MCLEAN, VA, managing approximately $600.5M in assets across 1,640 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.