Olde Wealth Management, LLC

Olde Wealth Management, LLC (CRD# 308991) is a financial advisory firm headquartered in Bellevue, WA. They manage $284,234,613 in 709 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    709
    ACCOUNTS
  • Average Account Value
    $400,895
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IN, NH, TX, UT, WA

Financial Advisors at Olde Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John D. Briggs
CRD#: 6872606
1400 112th Ave Se, Suite 100, Bellevue, WA 98004

John Briggs (CRD# 6872606) is an Investment Advisor Representative working at Olde Wealth Management, LLC in Bellevue, WA and has over 6 years of experience in the finance industry.

2
Denton J. Olde
CRD#: 2172847
11201 Se 8th St, Suite 150, Bellevue, WA 98004

Denton Olde (CRD# 2172847) is an Investment Advisor Representative working at Olde Wealth Management, LLC in Bellevue, WA and has over 27 years of experience in the finance industry.

3
Micah R. Brooks
CRD#: 4519636
1400 112th Ave Se, Suite 100, Bellevue, WA 98004

Micah Brooks (CRD# 4519636) is an Investment Advisor Representative working at Olde Wealth Management, LLC in Bellevue, WA and has over 22 years of experience in the finance industry.

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