Olma Advisors

Public-record details

Address

16185 Los Gatos Blvd, Suite 205, Los Gatos, CA 95032

Phone

(650) 353-7737

Listed under

Financial planning, Hourly fees, Flat / fixed fees, % of assets managed

Legal name

Olma Financial LLC

CRD number

306220

Registration

State registered: CA

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees; Other (Inancial Planning Complexity-Based Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$4.4 million

Accounts managed

9

Clients reported (Form ADV 5.D)

9

Individual / high-net-worth clients

6 / 1

Employees

1

Other business activities (Form ADV 6.A)

Also active as: other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-08

State registered (CA) investment adviser, CRD 306220, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 306220 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.