Mandate & appetite
- Preferred strategies
- Value-Add
- Target geographies
- US & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Olson Wealth Group is a multi-family office and independent wealth management firm based in the Twin Cities area, founded by Sharon Olson, a recognized wealth manager. The firm focuses on legacy planning and business succession, catering to women, business owners, and wealth creators.
Unlock mandates & allocation signals
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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