Olson Wealth Group
Olson Wealth Group is a multi-family office headquartered in Bloomington, United States. Founded in 1994, the firm traces its wealth to founder Sharon Olson’s entrepreneurial success in financial advisory services and now stewards capital for multiple...
Olson Wealth Group
Olson Wealth Group is a multi-family office headquartered in Bloomington, United States. Founded in 1994, the firm traces its wealth to founder Sharon Olson’s entrepreneurial success in financial advisory services and now stewards capital for multiple families nationwide, integrating investment management, estate strategy, and philanthropic planning. Operating as an independent advisory partnership aligned with LPL Financial, Olson Wealth Group focuses on preserving family cohesion and purposeful legacy—provides multigenerational wealth guidance.
General information
Firm type
Multi Family Office
Year founded
1994
AUM
—
Location
Region
North America
Country
—
City
Bloomington
Corporate office
8500 Normandale Lake Boulevard Suite 970, Bloomington, MN 55437
Frequently asked questions
What is Olson Wealth Group?
Olson Wealth Group is a multi family office headquartered in Bloomington.
When was Olson Wealth Group founded?
Olson Wealth Group was founded in 1994.
Where is Olson Wealth Group headquartered?
Olson Wealth Group is headquartered in Bloomington, in the North America region.
What does Altss track for Olson Wealth Group?
Altss maintains an OSINT-verified profile of Olson Wealth Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Olson Wealth Group's website?
Olson Wealth Group's public website is olsonwealthgroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Olson Wealth Group?
Olson Wealth Group is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Olson Wealth Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Olson Wealth Group?
Olson Wealth Group's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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