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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-15-2020
- Office Locations
- 1
Office Locations
About Olde Wealth Management, LLC
Olde Wealth Management, LLC is a Sammamish, WA–based RIA led by CFP professionals Denton Olde and Micah Brooks (CCO/portfolio manager). The firm provides financial planning and ongoing portfolio management for individuals and families, with planning support spanning areas like tax, estate, insurance, and business succession. Financial literacy and education are a stated focus; client assets are custodied primarily at Charles Schwab and Fidelity.
Team overview
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Investment Themes
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Owner & Executives
DENTON JAY OLDE
Chief Executive Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2172847
- Ownership
- 75% or more
MICAH REID BROOKS
Chief Compliance Officer
- CRD
- #4519636
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $314,105,911 | $428,521 |
| Non-Discretionary | $62,755,716 | $1,530,627 |
| Total | $376,861,627 | $486,901 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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