|
⚲
|
| Olde Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 308991 |
| SEC # | 801-119044 |
| CIK # | 0001840760 |
| AUM | $376.9 M (2026-02-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 425-495-7484 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Norfolk Southern Corp | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 67.9 |
| (b) Individuals (high net worth individuals) | 88 | 302.9 |
| (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 | 0.4 |
| (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 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 774 | 376.9 |
| By Discretionary | ||
| Discretionary | 733 | 314.1 |
| Non-Discretionary | 41 | 62.8 |
| Total | 774 | 376.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 376.9 | |
| Total | 774 | 376.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001840760] |
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|---|---|---|
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All Terrain Financial Advisors LLC
✚
|
MN | 0.4 |
|
MKT and Associates LLC
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WA | 0.4 |
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TX | 0.4 |
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Agnello Financial Group Inc
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BOCA Wealth Advisors LLC
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Auour Investments LLC
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Dover Advisors LLC
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0.4 | |
|
Retirement Planning Group LLC
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Hilton Head Financial Advisors Inc
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SC | 0.4 |