$175.0K Total AUM
$175.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-07-2024
- Office Locations
- 1
Office Locations
-- Napa CA
About Olde World Investments
Olde World Investments is a California-registered, fiduciary RIA led by CFP® practitioner Sean Jordan Scruby. The firm provides portfolio management and financial planning for individuals, high-net-worth individuals, and small businesses, with no stated minimum income or asset requirements. Portfolios are primarily implemented with public funds and ETFs, and the firm lists Charles Schwab & Co. as custodian.
Team overview
-- AVG AGE
$175.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
S
Sean Jordan Scruby
Chief Compliance Officer, PRINCIPAL
- CRD
- #4545316
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $175,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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