Oldfield Wealth Partners LLC
● SEC registered since 2024CRD 332765SEC# 801-131174Bangor, ME
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.
Oldfield Wealth Partners LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathan Allen Freeman Control | Managing Member And Chief Compliance Officer | Over 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
| Address | 77 Exchange St., Suite 302, Bangor, ME 04401 |
| Phone | 207-573-3001 |
| Fax | (207)573-3005 |
| Office hours | M-Th 8:30a.m. To 5p.m. And Friday 8:30 To 4p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$110Mregulatory AUM
Discretionary $110M