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OLDE WEALTH MANAGEMENT, LLC

· CRD 308991 · IAPD ↗ · 4254957484

$376.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2024 — OLDE WEALTH MANAGEMENT, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — OLDE WEALTH MANAGEMENT, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — OLDE WEALTH MANAGEMENT, LLC reported RAUM up 26% ($226.4M -> $284.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.