Olde Wealth Management, LLC

Olde Wealth Management, LLC, founded in 2020, is a registered investment advisor offering asset management and financial consulting services. Denton Olde, the principal owner, leads the firm. Clients can impose restrictions on investments, and tailored services are provided based on individual needs. The firm offers discretionary asset management, allowing for transactions without client approval, as well as non-discretionary management with client consent. Investment strategies include long-term and short-term purchases, margin trading, and option strategies. Olde Wealth Management follows Modern Portfolio Theory and utilizes various sources for analysis. Fees for asset management are typically calculated quarterly based on a percentage of assets managed, with negotiable rates not exceeding 1.00% annually. The minimum account size to open an account is $100,000, with potential variations. Clients may pay additional fees for mutual funds and ETFs. The firm does not charge performance-based fees. Olde Wealth Management acts as a fiduciary and does not receive compensation from third parties for client referrals. Denton Olde and Micah Brooks, CFP®, are the key individuals at the firm, with detailed educational backgrounds and business experiences provided. Micah Brooks also serves as the Chief Compliance Officer. The firm does not have any disciplinary events to disclose, and Denton Olde and Micah Brooks receive no additional compensation beyond what is disclosed.