# Olympus Wealth Management

Olympus Wealth Management is a Multi Family Office based in Greenwich, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Greenwich, United States
- **Region:** North America
- **Address:** 6985 Union Park Center, Suite 435, Cottonwood Heights, UT 84047
- **Founded:** 2013
- **Assets under management:** 850 (per PR Newswire, 2025)
- **Website:** olympuswealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/olympus-wealth-management

## About

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.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds
- Commodities

## People

- Scott A. Bird — Co-Founder and COO
- Matthew T. Bloom-Krull — Co-Founder and CIO
- Scott Poelman — Co-Founder and CBDO

## Questions

### Who runs investment decisions at Olympus Wealth Management?

Matthew T. Bloom-Krull serves as Co-Founder and CIO. Scott A. Bird and Scott Poelman handle COO and CBDO responsibilities respectively.

### How is Olympus Wealth Management related to Lido Advisors?

Lido Advisors announced a partnership in July 2025 that integrated the $850 million firm. The transaction expanded Lido's footprint into Utah.

### What asset classes does Olympus Wealth Management allocate to?

The firm allocates to private equity, real estate, hedge funds and commodities. It also maintains direct co-investment capabilities.

### Where does the underlying wealth at Olympus Wealth Management originate?

Capital traces to the founders' prior careers in financial services, including roles at J.P. Morgan Private Bank.

### Does Olympus Wealth Management participate in fund commitments or direct deals?

The firm supports both fund commitments and direct co-investments or SPVs. Holdings include ETF positions and private fund exposure.

### What custodians does Olympus Wealth Management use?

The firm uses Fidelity Brokerage Services, National Financial Services and Charles Schwab for custody.

### What professional networks does Olympus Wealth Management maintain?

Principals hold roles with the Salt Lake Estate Planning Council and No Limits to Health.

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- [Christian Schools International](https://altss.com/profile/christian-schools-international)
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Last updated: 2026-07-06T01:24:22.457Z

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