# Olde Wealth Management, LLC

> Olde Wealth Management, LLC is an SEC-registered investment advisory firm in Redmond, WA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 308991
- Filed as: OLDE WEALTH MANAGEMENT, LLC
- Also doing business as: OLDE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Redmond, WA
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308991
- AdvisorCensus page: https://advisorcensus.com/firm/olde-wealth-management-llc-redmond-wa-308991

## Quick answers

**How is Olde Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Olde Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Olde Wealth Management, LLC located?**
Olde Wealth Management, LLC's principal office is in Redmond, WA, according to its Form ADV.

**Is Olde Wealth Management, LLC registered with the SEC or a state?**
Olde Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308991.

**How much does Olde Wealth Management, LLC manage?**
Olde Wealth Management, LLC reports $376,861,627 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (83% discretionary).

**How have Olde Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Olde Wealth Management, LLC: Regulatory assets under management: $186,317,145 in the October 2021 data and $376,861,627 in the October 2026 data, up 102%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Olde Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (225); high net worth individuals (88); charitable organizations (1).

**Which custodians does Olde Wealth Management, LLC use?**
Olde Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Olde Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308991

**Does Olde Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "OWM requires a minimum of $100,000 to open an account, although in some situations the minimum account size may be lowered or waived."

**What changed in Olde Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $331,460,337 to $376,861,627 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> OWM requires a minimum of $100,000 to open an account, although in some situations the minimum account size may be lowered or waived.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $376,861,627
- Discretionary: $314,105,911
- Non-discretionary: $62,755,716

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 225 | $67,904,104 |
| High net worth individuals | 88 | $302,875,555 |
| Charitable organizations | 1 | $397,889 |
| Corporations or other businesses not listed above | 1 | $5,684,079 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IN, NH, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oldewealthmanagement.com
- Facebook @Olde-Wealth-Management-LLC-613268838709206
- LinkedIn @denton-olde-cfp®-m-s-10a2b113

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $186,317,145 | 4 | May 11, 2021 |
| October 2022 | $231,417,206 | 5 | March 9, 2022 |
| October 2023 | $226,424,648 | 5 | June 21, 2023 |
| October 2024 | $284,234,613 | 4 | March 20, 2024 |
| October 2025 | $331,460,337 | 3 | March 18, 2025 |
| October 2026 | $376,861,627 | 3 | February 20, 2026 |

Regulatory assets under management: $186,317,145 in the October 2021 data and $376,861,627 in the October 2026 data, up 102%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $331,460,337 to $376,861,627 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Olde Wealth Management, LLC (CRD 308991): Form ADV filing data as of October 2026.