Disclosures

Important Disclosures

Ollis Wealth Management LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Please consult the firm's Form ADV for complete details regarding services and fees.

Privacy Policy

We respect the privacy of our clients and do not sell personal information. Information is collected only as needed to provide our services and is safeguarded with appropriate administrative, technical, and physical controls.

Business Continuity

We maintain a business continuity plan designed to allow us to continue serving clients in the event of a significant business disruption, including severe weather common to the Gulf Coast.

Code of Ethics

Our Code of Ethics sets standards of conduct for everyone at the firm and requires that client interests come first. A copy is available upon request.