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Oldfield Wealth Partners LLC

● SEC registered since 2024CRD 332765SEC# 801-131174Bangor, ME
Export (members)
Reg. AUM
$110M
Employees
3
Accounts
283
Location
Bangor, ME

Oldfield Wealth Partners LLC assets under management

Oldfield Wealth Partners LLC is an investment advisory firm registered with the SEC based in Bangor, ME. The firm has been registered since 2024. It reports $110 million in regulatory assets under management and employs 3 people.
www.oldfieldwealth.comView on SEC.gov ↗

Oldfield Wealth Partners LLC owners & executives

1 reported
NameTitleOwnershipSince
Nathan Allen Freeman ControlManaging Member And Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Oldfield Wealth Partners LLC manage?

Oldfield Wealth Partners LLC reports $110 million in regulatory assets under management on its Form ADV.

How many employees does Oldfield Wealth Partners LLC have?

Oldfield Wealth Partners LLC reports 3 employees.

Where is Oldfield Wealth Partners LLC located?

Oldfield Wealth Partners LLC is based in Bangor, ME and has been SEC-registered since 2024.

Does Oldfield Wealth Partners LLC disclose fund performance?

Oldfield Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address77 Exchange St., Suite 302, Bangor, ME 04401
Phone207-573-3001
Fax(207)573-3005
Office hoursM-Th 8:30a.m. To 5p.m. And Friday 8:30 To 4p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110M
Non-discretionary$0
Total (RAUM)$110M