Jeremiah Olson
Diamond Wealth Partners · Lodi, Wisconsin
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.
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Facts
| Firm | Diamond Wealth Partners |
|---|---|
| Based in | Lodi, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.2M across 7 accounts |
| SEC registration | Investment adviser representative in WI · CRD 5427418 |
| Exams passed | Series 63 (2008) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thediamondwealthpartners.com |
| Profile |
How Jeremiah's firm compares
- Diamond Wealth Partners's average account is about $176,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Jeremiah
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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