Alluvial Private Wealth
Alluvial Private Wealth is an independent wealth management firm with locations in Marion and Cleveland, Ohio. From retirement income to investment portfolios to special needs financial planning, our team has the knowledge, insights and commitment to serve clients with the attention they deserve. Lars Olson, CFP® ChSNC®, CPFA, CAP®, CRPS® leads the team of financial advisors - Randy Bliss, CFP®, Manoj Sharma and Lisa Bush. Across every relationship, the team is committed to developing a deep understanding of the complexities each client faces and apply their expertise to create a customized plan. Every situation is unique, and we welcome the opportunity to help you with yours. Please call on us today and we can begin the process to helping you accomplish your most important financial goals. Don’t leave them to chance. We can help you plan.
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Verified contacts
10
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
70
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- LB
Lisa Bush
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - MK
Manoj K Sharma
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - RB
Randy Bliss
Vice President Wealth Advisor · Finance & Accounting
EmailPhone - MC
Megan Costa
Wealth Associate · Finance & Accounting
EmailPhone - MO
Morten Oftedal
Wealth Manager · Finance & Accounting
EmailPhone - EB
Eli Bush
Wealth Associate · Finance & Accounting
EmailPhone - LO
Lars Olson
President, Wealth Advisor · General Business & Management
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Alluvial Private Wealth
5 distinct titles indexed · top 5 shown.
- 2vice president, wealth advisor
- 2wealth associate
- 1president, wealth advisor
- 1vice president wealth advisor
- 1wealth manager
Sign up to unlock all 10 contacts at Alluvial Private Wealth
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