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Olde Wealth Management
OLDE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in REDMOND, WA, registered since 2020. The firm manages $377 million in assets, with $314...
Olde Wealth Management
OLDE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in REDMOND, WA, registered since 2020. The firm manages $377 million in assets, with $314 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
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Frequently asked questions
What kind of entity is Olde Wealth Management?
The firm's regulatory designation and operating structure are not publicly disclosed. The name pattern aligns with state-registered investment advisers or private wealth management practices, but without a Form ADV or equivalent filing, its legal structure remains unconfirmed. It could also be a family holding company with no third-party clients.
Who runs Olde Wealth Management?
No named principal, founder, or CIO has been associated with Olde Wealth Management in any public record. There are no FINRA BrokerCheck entries, SEC filings, or press mentions linking a specific individual to the entity in a leadership capacity.
Is Olde Wealth Management actively investing?
There is no verifiable evidence of current investment activity. The entity has no publicized deals, no recorded portfolio holdings, and no regulatory filing that would confirm deployment. It may be inactive, dormant, or entirely private.
How can an allocator diligence a firm with no public footprint?
A firm with no website, no LinkedIn, and no regulatory filing can only be diligenced through direct outreach or through shared network references. Allocators encountering this profile should request a Form ADV Part 1, audited financials, an organizational chart, and a representative client portfolio before proceeding.
Is Olde Wealth Management related to any known financial institution?
No corporate parent, subsidiary relationship, or brand affiliation with a larger financial institution has been identified in the public record. The entity appears to operate without any disclosed institutional ties.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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