9AT: OLDE WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date	02/20/2026
Registration	SEC, Approved, 07/15/2020
Contact Info	425 xxxxxxx
Websites

AUM^*	376,861,627 33%
of that, discretionary	314,105,911 39%
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	486,901 21%
% High Net Worth	27.94% 23%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser LYNCH & ASSOCIATES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM831.1m	#Funds-
Adviser RIVER CAPITAL ADVISORS, LC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM293.6m	#Funds-
Adviser WEALTHSPAN PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM451.1m	#Funds-
Adviser SHARKEY HOWES & JAVER INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM221.6m	#Funds-
Adviser VON BORSTEL & ASSOCIATES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM680.2m	#Funds-
Adviser HILTON HEAD FINANCIAL ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM375.1m	#Funds-
Adviser PRECISION FINANCIAL SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM435.6m	#Funds-
Adviser INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM178.1m	#Funds-
Adviser APRIEM ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-

Brochure Summary

Overview

Olde Wealth Management, LLC (“OWM”), formerly known as Financial Network Wealth Management LLC, is an investment advisor registered with the Securities Exchange Commission (SEC) and was founded to provide advisory services in 2020. Denton Olde is the principal owner of the firm. OWM provides clients (“Clients”) Asset Management and Financial Consulting. Clients may impose restrictions on investing in certain securities, industries, or sectors, but must advise of any such restrictions in writing. OWM provides tailored advisory services to meet Client needs, so it is possible that clients with similar needs and objectives have different investments. OWM relies on the information provided by Clients to determine the investments selected, so it is important that Clients provide all requested information and details on any changes in their financial situation. Asset Management OWM offers discretionary asset management services for Clients, although some existing client assets are managed on a non-discretionary basis. With discretion we have the authority to execute transactions in the account without seeking Client approval on each transaction. On a non-discretionary basis, we will obtain prior Client approval before executing any transactions. OWM will offer Clients ongoing asset management services after determining individual investment goals, time horizons, objectives, and risk tolerance.

Ongoing Asset Management includes investment strategies, investment selection, asset allocation and portfolio monitoring. Please review Item 8 for a description of our investment strategy. Some of our existing Clients participate in our Sponsored Wrap Fee program and more information on that is provided in the Wrap Fee Brochure (Appendix 1). Accounts in the Wrap Fee program are not invested or managed differently than accounts not under the Wrap Fee program. Financial Consulting Financial Planning may be included with Asset Management, but standalone Financial Planning for a fee is available through our Financial Consulting. All Clients have different circumstances and situations requiring unique financial planning services that may include investment planning; retirement planning; legacy planning; charitable planning; life insurance; retirement account recommendations; estate planning; tax concerns and planning; college planning; business planning; and debt/credit planning. Written financial plans or financial consultations provided to Clients by OWM usually include general recommendations for a course of activity or specific actions to be taken by Clients. It is ultimately the decision of the Client to act on recommendations provided by OWM. As of December 31, 2023, we managed $284,234,613, which includes $58,981,698 on a non-discretionary basis and $225,252,916 on a discretionary basis.

OLDE WEALTH MANAGEMENT, LLC

OLDE WEALTH MANAGEMENT, LLC

FINANCIAL NETWORK WEALTH MANAGEMENT LLC

OLDE WEALTH MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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OLDE WEALTH MANAGEMENT, LLC OLDE WEALTH MANAGEMENT, LLC FINANCIAL NETWORK WEALTH MANAGEMENT LLC OLDE WEALTH MANAGEMENT

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

OLDE WEALTH MANAGEMENT, LLC

OLDE WEALTH MANAGEMENT, LLC

FINANCIAL NETWORK WEALTH MANAGEMENT LLC

OLDE WEALTH MANAGEMENT