OLDE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$376,861,627
Discretionary
$314,105,911
Non-discretionary
$62,755,716
Firm details
- CRD number
- 308991
- SEC file number
- 801-119044
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.