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OLDE WEALTH MANAGEMENT, LLC
CRD 308991File 801-119044
APPROVED
Retail clients
Custody
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$376.9M
Below cohort median (national)
Discretionary AUM
$314.1M
Non-discretionary $62.8M
Clients
315
774 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 15, 2020
- Principal office
- Not reported
- Phone
- 4254957484
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $376.9M
- Discretionary AUM
- $314.1M
- Non-discretionary AUM
- $62.8M
- Discretionary accounts
- 733
- Non-discretionary accounts
- 41
- Total accounts
- 774
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $5.7M |
| Charitable organizations | 1 | $398K |
| High net worth individuals | 88 | $302.9M |
| Individuals (other than high net worth individuals) | 225 | $67.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.