Olde Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 308991
- Registered since
- July 15, 2020
- Website
- www.oldewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.37%
- Individuals18.02%
- Corporations / Businesses1.51%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Olde Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2020 and operates as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management tailored to individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm lists professional ties to accountants and an insurance company, and it reports not being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities22%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Micah Brooks
Chief Compliance Officer & Portfolio ManagerCRD 4519636
Contacts
1 of 1
Denton Olde
Agent and Financial RepresentativeCRD 2172847
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$352M in ETFs
92%
$323M
4%
$28.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ESG AWARE MSCI EAFE ETF (ESGD) | BlackRock | Passive | Foreign Large Blend | $44.6M | 434,001 | 12.68% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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