Sammamish, WA Office

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.