Olde Wealth Management, LLC
Olde Wealth Management, LLC is an SEC-registered wealth manager with $376.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Olde Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308991, SEC 801-119044, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $376.9M (2026-02-20)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 315
- CRD
- 308991
- Ownership
- OLDE, DENTON, JAY; BELL, MICHAEL, EARL; BROOKS, MICAH, REID
How much AUM does Olde Wealth Management, LLC have?
Olde Wealth Management, LLC reported $376.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Olde Wealth Management, LLC?
Disclosed owners and executives of Olde Wealth Management, LLC include OLDE, DENTON, JAY, BELL, MICHAEL, EARL, BROOKS, MICAH, REID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.