Overview
Assets Under Management: $284 million
High-Net-Worth Clients: 76
Average Client Assets: $3 million
Frequently Asked Questions
OLDE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308991), OLDE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
OLDE WEALTH MANAGEMENT, LLC serves 76 high-net-worth clients according to their SEC filing dated November 01, 2024. View client details ↓
According to their SEC Form ADV, OLDE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
OLDE WEALTH MANAGEMENT, LLC manages $284 million in client assets according to their SEC filing dated November 01, 2024.
According to their SEC Form ADV, OLDE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 709
Discretionary Accounts: 643
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 308991
Last Filing Date: 2024-11-01 00:00:00
Website: https://oldewealth.com