RIA Intel›Advisers›OLDE WEALTH MANAGEMENT, LLC

OLDE WEALTH MANAGEMENT, LLC

Advisory

N·

Data as of Feb 20, 2026 · Source: SEC Form ADV

Total AUM
$377M
1-Year AUM Growth
+25.5%
3-Year CAGR
+12.9%
Employees
2
Assets Under Management
Total AUM$377M
Discretionary AUM$314M
Non-Discretionary AUM$63M
Discretionary %83.3%
Total Clients309
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record17
First FilingJun 12, 2020
Latest FilingFeb 20, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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