Olde Wealth Management, LLC logo

Olde Wealth Management, LLC

Updated today

Client assets under management

$370,779,659

Clients

313

28% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

157

Very High

Average account size

$1,184,600

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

Financial planning Portfolio management

Expertise

Liquidity event planning Concentrated stock management Equity compensation tax strategy

Occupation focus

Founder/Business Owner

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees up to $25,000 annually, charged quarterly in advance.

Percentage

$0 - $700,000: 1.00% annually $700,001 - $2,000,000: 0.70% annually $2,000,001+: 0.50% annually

Project-based

Hourly charges reported in Part 1, but not specifically detailed in brochure.

Other

Account minimum: $100,000

Main office location

Olde Wealth Management, LLC

Po Box 3487

Redmond WA 98073, United States

Number of offices

3

Most active in

Arizona · California · Florida · Indiana · New Hampshire · Texas · Utah · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Liquidity event planning Concentrated stock management Equity compensation tax strategy Founder/Business Owner
user avatar

Micah B

CFP®, Series 65, Series 66

Draper, UT

Olde Wealth Management, LLC

Micah Brooks is a CFP® with six years of industry experience and is currently affiliated with Olde Wealth Management, LLC in Draper, UT. His prior experience includes roles at Financial Network Wealth Management LLC, Purple Pines LLC, and Your Trade Recipes LLC. Outside of his advisory work, he serves as President of MBRO Inc., a clothing boutique and real estate management company. 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 an investment approach based on Modern Portfolio Theory, utilizing a variety of securities and option strategies while offering ongoing portfolio management and financial planning services.

Liquidity event planning Concentrated stock management Equity compensation tax strategy Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")