Olympus Wealth Management

Olympus Wealth Management

Olympus Wealth Management was established in 2013 in Cottonwood Heights, Utah by Scott A. Bird, Matthew T. Bloom-Krull and Scott Poelman. The three founders brought experience from J.P. Morgan Private Bank and other financial services roles. Capital originates from those careers. The firm provides integrated services to high- and ultra-high-net-worth families. Olympus allocates across private equity, real estate, hedge funds and commodities. It supports direct co-investments and SPVs alongside fund commitments. Holdings include positions in broad equity ETFs such as IVV, VTI and SPY. The geographic focus centers on North America with indicated exposure to Europe, Asia and Oceania. The firm maintains relationships with custodians Fidelity, National Financial Services and Charles Schwab. The office employed an integrated team that delivered investment management, estate planning and bill-pay services. It maintained memberships in the Salt Lake Estate Planning Council and No Limits to Health. In July 2025 Lido Advisors announced a partnership that integrated Olympus Wealth Management and its $850 million in assets. The transaction marked Lido's fourth deal of the year and expanded its Utah presence. Ownership sits with The Bird Family Trust and LSC Adventure 818 LLC. The structure channels client capital through a multi-family office model that separates advisory from the principals' personal holdings. This setup allowed tailored mandates while preserving independence until the Lido integration.