OLDE WEALTH MANAGEMENT, LLC

OLDE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 308991). Regulatory assets under management: $376.9M.

Registration

• CRD: 308991
• SEC file number: 801-119044
• Type: Registered investment adviser
• Phone: 4254957484
• Latest filing: 2026-02-20
• Regulatory AUM: $376.9M
• Discretionary AUM: $314.1M
• Non-discretionary AUM: $62.8M
• Clients: 3
• Accounts: 774

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308991 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search