Olde Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$376,861,627
Total clients
313
28% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
157
Average account size
$1,204,031
About
Olde Wealth Management provides discretionary and non‑discretionary asset management and financial consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio management alongside financial planning services that can include retirement planning, sale‑of‑business guidance, wealth transfer and family‑related planning.
The firm’s investment approach is grounded in Modern Portfolio Theory and combines long‑ and short‑term purchases across a broad range of securities (equities, fixed income, mutual funds, ETFs, options and alternative vehicles), with the potential use of margin and option strategies. Olde Wealth uses third‑party research and Schwab’s institutional custody and trading services to execute and monitor portfolios, and reports managing approximately $376.9 million (about $314.1M discretionary and $62.8M non‑discretionary) as of the most recent filing.
Compared with many peers, Olde Wealth operates with a small advisor team (two advisors) overseeing a relatively large asset base and three offices, and its brochure highlights principals’ prior insurance industry experience (one owner was an insurance agent from 2002–2024) and involvement in other private business ventures. The firm also discloses a limited custody practice tied to standing limited powers of attorney (SLOAs) and states that it will not vote client proxies, operational details that differ from the practices of some other supported firms.
Client services
Expertise
Occupation focus
Fee options
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
Most active in
Arizona · California · Florida · Indiana · New Hampshire · Texas · Utah · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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