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Building 2OLDE WEALTH MANAGEMENT, LLC

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Phone4254957484
NotebookSEC #801-119044
Total AUM
$376.9M
Employees
3
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
4254957484
Other Offices
2

ReceiptFinancials

Total AUM
$376.9M
Accounts
774
Discretionary
$314.1M
Accounts
733
Non-Discretionary
$62.8M
Accounts
41

ContactClients

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Individual Clients
225
AUM
$67.9M
HNW Individual Clients
88
AUM
$302.9M
Charitable Organization Clients
1
AUM
$397.9K
Corporation or Business Clients
1
AUM
$5.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLINTXUTWA

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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