Olde Wealth Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$377M

Discretionary

$314M

83% of AUM

Avg account

$487K

Accounts

774

Employees

Advisory reps

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

FINTRX

Overview

Olde Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm is owned by an individual and positions itself as a boutique adviser serving both individual and family clients as well as institutional accounts. Core services listed are financial planning and portfolio management for individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements. It does not identify as an active ESG investor and is not described as operating its own capital-allocation vehicle; instead it relies on third-party managers for alternative exposures. Industry relationships include accountants and an insurance company.