Olde Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 20, 2026, reports $377M in regulatory assets under management, 3 employees, 2 offices, and 774 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
225
2
HNWI
27.9%
88
3
Charitable
0.3%
1
4
Corporations
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$377Mas of February 20, 2026
Discretionary83.3%
$314M
83% of total RAUM83.3%
Non-discretionary16.7%
$63M
17% of total RAUM16.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$377M
Total Accounts774
10Y AUM Change+$377M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee105:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.