Ollie Grant Private Wealth

Ollie Grant Private Wealth is a registered investment adviser that pairs financial planning with IRA and investment accounts, including rollovers, transfers, and new self-directed accounts. Deal flow is described as coming from a network across Silicon Valley, venture-capital firms, and corporate partners rather than from a single in-house fund family.

Industry focus areas listed are financial services and banking, including payments, lending, compliance, and digital banking; technology and software, including enterprise SaaS, artificial intelligence, cybersecurity, and cloud; manufacturing, robotics, and industrial automation; healthcare; and energy transition, including renewables, next-generation nuclear, carbon capture, grid modernization, and energy-management software.

This profile covers Ollie Grant as an RIA that can place self-directed IRA and taxable capital into private-market and sector themes sourced from that network. Market, technology, spending, and policy monitoring is described as feeding those IRA and investment strategies. It is not a public interval-fund or DST sponsor. No assets-under-management figure, founding year, or named chief executive appears on the crawled homepage.