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OLDE WEALTH MANAGEMENT, LLC
CRD 308991 · SEC 801-119044
AZ, United States
Phone
4254957484
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$376.9M
Discretionary AUM
$314.1M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 225 | $67.9M |
| High net worth individuals | 88 | $302.9M |
| Charitable organizations | 1 | $398K |
| Corporations/business entities | 1 | $5.7M |
States served
AZ, CA, IN, UT, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD