Olde Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$370,779,659
Clients
313
Advisors
2
across 2 offices
About
Olde Wealth Management provides discretionary and non‑discretionary asset management and financial consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio management alongside financial planning services that can include retirement planning, sale‑of‑business guidance, wealth transfer and family‑related planning.
The firm’s investment approach is grounded in Modern Portfolio Theory and combines long‑ and short‑term purchases across a broad range of securities (equities, fixed income, mutual funds, ETFs, options and alternative vehicles), with the potential use of margin and option strategies. Olde Wealth uses third‑party research and Schwab’s institutional custody and trading services to execute and monitor portfolios, and reports managing approximately $376.9 million (about $314.1M discretionary and $62.8M non‑discretionary) as of the most recent filing.
Compared with many peers, Olde Wealth operates with a small advisor team (two advisors) overseeing a relatively large asset base and three offices, and its brochure highlights principals’ prior insurance industry experience (one owner was an insurance agent from 2002–2024) and involvement in other private business ventures. The firm also discloses a limited custody practice tied to standing limited powers of attorney (SLOAs) and states that it will not vote client proxies, operational details that differ from the practices of some other supported firms.
Client services
Expertise
Occupation focus
Fee options
Fixed fees up to $25,000 annually, charged quarterly in advance.
$0 - $700,000: 1.00% annually $700,001 - $2,000,000: 0.70% annually $2,000,001+: 0.50% annually
Hourly charges reported in Part 1, but not specifically detailed in brochure.
Account minimum: $100,000
Main office
See officeSammamish WA
Advisors at this office
1
Most active in
Arizona · California · Florida · Indiana · New Hampshire · Texas · Utah · Washington
Also doing business as
Financial Network Wealth Management LLC · Olde Wealth Management · Olde Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Denton O
CFP®, Series 63, Series 66
Sammamish, WA
Olde Wealth Management, LLC
Denton Olde is a CFP® professional at Olde Wealth Management, LLC with 31 years of industry experience. He has worked at multiple firms including Financial Network Wealth Management, LLC and Cetera Advisor Networks LLC, and operated as a sole proprietor for over two decades. Outside of advisory services, he has experience as a licensed insurance agent selling life, disability, annuities, and long-term care products. Olde Wealth Management provides discretionary and non-discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm follows a Modern Portfolio Theory-based investment approach, utilizing a broad array of securities and option strategies, supported by third-party research and Schwab’s institutional custody and trading services.
Micah B
CFP®, Series 65, Series 66
Draper, UT
Olde Wealth Management, LLC
Micah Brooks is a CFP® professional at Olde Wealth Management, LLC with six years of industry experience. Before joining Olde Wealth, he worked at Financial Network Wealth Management LLC and Purple Pines LLC. He is also president of MBRO Inc., a clothing boutique and real estate management business. Olde Wealth Management provides discretionary and non-discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach using a broad range of securities and offers ongoing portfolio management alongside financial planning services.
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