Denton
Olde
Olde Wealth Management, LLC
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About this Advisor
Denton Olde is a certified financial planner operating out of Bellevue, Washington with a total of 3 years of industry experience. Olde is on the advisory team at Olde Wealth Management, LLC. Their career trajectory has included roles at Charles Schwab Bank, Charles Schwab & Co., Inc, Cetera Advisors LLC, Cetera Advisor Networks LLC, Financial Network Wealth Management LLC Dba Olde Wealth Mgmt, Denton Olde, Sole Proprietor and Financial Network Wealth Managemen, LLC. Olde holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in Texas and Washington. Olde Wealth Management, LLC is a financial advisory company that has its headquarters in Bellevue, WA. It has offices in two locations and just five people on staff. It has $226 million in assets between its 799 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides financial advice to one charities and foundations. Of its 799 customer accounts, 19% are associated with high-net-worth individuals who have at least $1 million in assets. Olde Wealth Management, LLC offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically depend on the services. Fee types billed by Olde Wealth Management, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Olde Wealth Management, LLC Brokerage Details
$226,424,648
5
799
$283,385
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Denton Olde Work History
Denton has been registered as a financial advisor for 3 years.*
Financial Network Wealth Management LLC Dba Olde Wealth Mgmt
Financial Network Wealth Managemen, LLC
Cetera Advisor Networks LLC
Denton Olde, Sole Proprietor
Cetera Advisors LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Denton Olde to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Olde Wealth Management, LLC
Fair Oaks, CA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
