Robert
Craig
Olde Wealth Management, LLC
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About this Advisor
Robert Craig is a financial advisor working out of Bellevue, Washington with 3 years of relevant experience. Craig is on the advisory team at Olde Wealth Management, LLC. Their career trajectory has included roles at Financial Network Wealth Management LLC, Tc Trading Inc and Purple Pines LLC. Craig has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Utah. Olde Wealth Management, LLC is an advisory business operating out of Bellevue, WA. The company has offices in two locations and just five people on staff. It has $226 million in assets under management among its 799 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves one charities and foundations. Of its 799 customer accounts, 19% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Olde Wealth Management, LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice depend on the services offered. However, fees billed by Olde Wealth Management, LLC most likely include 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
Robert Craig Work History
Robert has been registered as a financial advisor for 3 years.*
Financial Network Wealth Management LLC
Purple Pines LLC
Tc Trading 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 Robert Craig 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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