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| Happy Holidays!! thanks for using AUM13F!! |
| Olde Wealth Management LLC
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|---|---|
| CRD # | 308991 |
| SEC # | 801-119044 |
| CIK # | 0001840760 |
| AUM | $331.5 M (2025-03-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 425-495-7484 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| UnitedHealth Group Inc | 1.3 | ||
| Home Depot Inc | 1.2 | ||
| Thermo Fisher Scientific Inc | 1.0 | ||
| Waste Management Inc | 1.0 | ||
| Amazon Com Inc | 0.8 | ||
| Exxon Mobil Corp | 0.7 | ||
| Procter & Gamble Co | 0.5 | ||
| United Rentals Inc /DE | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 68.5 |
| (b) Individuals (high net worth individuals) | 76 | 257.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 739 | 331.5 |
| By Discretionary | ||
| Discretionary | 682 | 262.9 |
| Non-Discretionary | 57 | 68.5 |
| Total | 739 | 331.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.5 | |
| Total | 739 | 331.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840760] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
REYL Overseas Ltd
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|
0.3 | |
|
Sonata Capital Group Inc
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|
WA | 0.3 |
|
Dover Advisors LLC
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|
0.3 | |
|
Kenney Investments Inc
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|
IL | 0.3 |
|
T Anton Investment House Inc
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|
WI | 0.3 |
|
Cascade Investment Advisors Inc
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|
OR | 0.3 |
|
Catalyst Private Wealth LLC
✚
|
CA | 0.3 |
|
Professional Financial Solutions LLC
✚
|
VA | 0.3 |
|
Dupree Financial Group LLC
✚
|
KY | 0.3 |
|
Lauer Capital Management Ltd
✚
|
SD | 0.3 |