# Cultivate Wealth

Cultivate Wealth is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** cultivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/steven-olds-cfp%c2%ae-8470b7112

## Regulatory record

- **CRD number:** 331851
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331851

## About

CULTIVATE WEALTH LLC is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Does Cultivate Wealth participate in direct private investments or co-investments?

There is no public evidence that Cultivate Wealth sources, structures, or participates in direct private company investments or GP-led co-investment opportunities. Its service model, as described on its own platform, focuses on broader wealth management and life planning. The firm does not market a deal-by-deal private investment capability.

### What types of clients does Cultivate Wealth serve?

The firm serves a curated group of client families seeking an integrated approach to wealth and life planning. Its content specifically appeals to individuals and families navigating liquidity events, inheritance, or a desire for greater alignment between their capital and their values. Minimum account sizes and specific client eligibility criteria are not publicly stated.

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Last updated: 2026-07-06T01:24:14.985Z

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