# Jeremiah Olson

> Jeremiah Olson is a fee-only financial advisor at Diamond Wealth Partners in Lodi, Wisconsin. Diamond Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeremiah-olson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Diamond Wealth Partners
- **Based in:** Lodi, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.2M across 7 accounts
- **CRD:** 5427418 (https://adviserinfo.sec.gov/individual/summary/5427418)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (2008), Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.thediamondwealthpartners.com

## Frequently asked questions

### Is Jeremiah Olson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeremiah holds no broker registration, and Diamond Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeremiah charge for financial advice?

Jeremiah's firm, Diamond Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeremiah Olson based?

Jeremiah Olson is based in Lodi, Wisconsin.

### Is Jeremiah Olson registered with the SEC?

Yes. Jeremiah Olson is registered as an investment adviser representative in WI (CRD 5427418), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Diamond Wealth Partners manage?

Diamond Wealth Partners reports $1.2M across 7 accounts in assets under management.

### How do I contact Jeremiah Olson?

Through Jeremiah's website, www.thediamondwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5427418): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.