Suresh Donthineni
Olympia Wealth Management · Lafayette, California
Suresh Donthineni is a fee-only financial advisor at Olympia Wealth Management in Lafayette, California. Olympia Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Olympia Wealth Management |
|---|---|
| Based in | Lafayette, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $20.5M across 48 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2284419 |
| Exams passed | Series 63 (1992) · Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Suresh's firm compares
- Olympia Wealth Management's average account is about $427,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Suresh
Is Suresh Donthineni a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Suresh holds no broker registration, and Olympia Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Suresh charge for financial advice?
Suresh's firm, Olympia Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Suresh Donthineni based?
Suresh Donthineni is based in Lafayette, California.
Is Suresh Donthineni registered with the SEC?
Yes. Suresh Donthineni is registered as an investment adviser representative in CA (CRD 2284419), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Olympia Wealth Management manage?
Olympia Wealth Management reports $20.5M across 48 accounts in assets under management.
How do I contact Suresh Donthineni?
Contact details aren't on file yet. Search for Olympia Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lafayette
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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