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Olde Wealth Management, LLC

● SEC registered since 2020CRD 308991SEC# 801-119044
Export (members)
Reg. AUM
$331.5M
Employees
3
Accounts
739
Location
—

Olde Wealth Management, LLC assets under management

Olde Wealth Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $331.5 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/denton-olde-cfp%c2%ae-m-s-10a2b113View on SEC.gov ↗

Olde Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Denton Jay Olde ControlCeo/Managing MemberOver 75%2020
Micah Reid Brooks ControlChief Compliance Officer/MemberUnder 5%2020

Frequently asked questions

How much does Olde Wealth Management, LLC manage?

Olde Wealth Management, LLC reports $331.5 million in regulatory assets under management on its Form ADV.

How many employees does Olde Wealth Management, LLC have?

Olde Wealth Management, LLC reports 3 employees.

Does Olde Wealth Management, LLC disclose fund performance?

Olde Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone4254957484
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$262.9M
Non-discretionary$68.5M
Total (RAUM)$331.5M