Olde Wealth Management, LLC
● SEC registered since 2020CRD 308991SEC# 801-119044
Reg. AUM
$376.9M
Employees
3
Accounts
774
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 $376.9 million in regulatory assets under management and employs 3 people.
Olde Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Denton Jay Olde Control | Ceo/Managing Member | Over 75% | 2020 |
| Micah Reid Brooks Control | Chief Compliance Officer/Member | Under 5% | 2020 |
Frequently asked questions
How much does Olde Wealth Management, LLC manage?
Olde Wealth Management, LLC reports $376.9 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
| Phone | 4254957484 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$376.9M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$376.9Mregulatory AUM
Discretionary $314.1MNon-discretionary $62.8M