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Founder/chief Executive Officer/chief Compliance Officer/managing Member · Olio Financial Planning

Andrew J. Miller

CRD 5522768 · Named on Form ADV at one SEC-registered adviser

At a glance

Olio Financial Planning, an SEC-registered wealth manager based in McLean, VA with $601 million in regulatory assets, lists Andrew J. Miller on its Form ADV as Founder/chief Executive Officer/chief Compliance Officer/managing Member, a control person.

Firms and roles

  • Olio Financial PlanningFounder/chief Executive Officer/chief Compliance Officer/managing MemberWealth manager · McLean, VA · $601M in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.