Denton
Olde

Olde Wealth Management, LLC

CRD#2172847
Investment Advisor
in Bellevue, WA

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About this Advisor

Denton Olde is a financial advisor based in Bellevue, Washington, working with Olde Wealth Management, LLC. Denton has previously held positions at Cetera Advisors LLC, Cetera Advisor Networks LLC, Financial Network Wealth Management LLC Dba Olde Wealth Mgmt, Denton Olde, Sole Proprietor, and Financial Network Wealth Management, LLC. Denton has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Washington. Currently, Denton is part of Olde Wealth Management, LLC, which operates out of Bellevue, Washington. The firm has one office and four employees. The firm manages assets totaling $284.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Olde Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11201 Se 8Th St Suite 150
Bellevue, WA 98004

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Olde Wealth Management, LLC Brokerage Details

Total Assets Under Management

$284,234,613

WA Average: $3,566,627,242
Total Number of Employees

4

WA Average: 46
Total Number of Accounts

709

WA Average: 1,499
Average Account Size

$400,895

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Denton Olde Work History

2020 - Present (4 years)

Financial Network Wealth Management LLC Dba Olde Wealth Mgmt

2020 - Present (4 years)

Financial Network Wealth Managemen, LLC

2014 - Present (10 years)

Cetera Advisor Networks LLC

2002 - Present (22 years)

Denton Olde, Sole Proprietor

2014 - 2014 (< 1 year)

Cetera Advisors LLC

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

John Briggs
Bellevue, WA
Denton Olde
Bellevue, WA
Micah Brooks
Bellevue, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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