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Micah Reid Brooks

Investment adviser representative at Olde Wealth Management, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$376.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. Olde Wealth Management, LLCJul 2020 to now
  2. Mbro Inc.Mar 2001 to now
  3. Financial Network Wealth Management LLCJun 2020 to Dec 2023
  4. Purple Pines LLCJan 2018 to Jan 2020
  5. Your Trade Recipes LLCNov 2017 to Jan 2020
  6. Plentyoftrades LLCMar 2013 to Jun 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (UT).

Olde Wealth Management, LLC

$376.9MAssets managed
315Clients
2Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4519636
Firm CRD
308991
Advisor's SEC record (opens in a new tab)
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