Oldfield Wealth Partners
Oldfield Wealth Partners is an SEC-registered wealth manager in Bangor, ME with $110.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Oldfield Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332765, SEC 801-131174, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $110.0M (2026-04-29)
- Firm type
- Wealth Manager
- Location
- Bangor, ME
- Employees
- 3
- Clients
- 93
- CRD
- 332765
- Ownership
- FREEMAN, NATHAN, ALLEN; FREEMAN, NATHAN ALLEN, ALLEN
How much AUM does Oldfield Wealth Partners have?
Oldfield Wealth Partners reported $110.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Oldfield Wealth Partners?
Disclosed owners and executives of Oldfield Wealth Partners include FREEMAN, NATHAN, ALLEN, FREEMAN, NATHAN ALLEN, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.