LP Profile

OLIO Financial Planning

Also known as olio financial planning

Wealth ManagerMcLean, United StatesFounded 2015
$601M
Assets Under Management
McLean
Headquarters
Investment Focus

About OLIO Financial Planning

Taxes, estate planning, cash management, insurance, investments, and retirement planning - OLIO Financial Planning focuses on it all to enhance your life.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to OLIO Financial Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$600.5M
Total Clients
1,640
Filing Date
March 4, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to OLIO Financial Planning across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is OLIO Financial Planning?

OLIO Financial Planning is a wealth manager based in McLean, United States, managing approximately $601M in assets.

Where is OLIO Financial Planning headquartered?

OLIO Financial Planning is headquartered in McLean, United States.

How much does OLIO Financial Planning manage?

OLIO Financial Planning manages approximately $601M in assets under management.

When was OLIO Financial Planning founded?

OLIO Financial Planning was founded in 2015.

How can I contact OLIO Financial Planning?

Verified contact details, key decision-makers, and investment preferences for OLIO Financial Planning are available on LPbacked. Create a free account to access them.