Advisor at Olde Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Olde Wealth Management, LLC
Location
Sammamish, WA
Credentials
CFP®, Series 63, Series 66
Industry experience
31 years
Based on Olde Wealth Management, LLC
Fixed fees up to $25,000 annually, charged quarterly in advance.
$0 - $700,000: 1.00% annually $700,001 - $2,000,000: 0.70% annually $2,000,001+: 0.50% annually
Hourly charges reported in Part 1, but not specifically detailed in brochure.
Account minimum: $100,000
Sammamish, WA
Arizona · Texas · Washington
Olde Wealth Managment, Llc
2020 - Present (6 years)
Financial Network Wealth Management, LLC
2020 - 2023 (3 years)
Cetera Advisor Networks LLC
2014 - 2021 (7 years)
Denton Olde, Sole Proprietor
2002 - 2024 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Kirkland, WA
Waterhill Capital, LLC
CFA®
Kirkland, WA
Lakeside Financial Inc.
CFP®, ChFC®, Series 66
Kirkland, WA
Valiant Financial Planning, LLC
CFA®
Bellevue, WA
Rare Wolf Capital LLC
Series 63, Series 65
Kirkland, WA
Concepts Financial Services, LLC
Series 63, Series 65
Bellevue, WA
MacLachlan Wealth Management
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