firm profile
Oldfield Wealth Partners
Overview
Oldfield Wealth Partners is an SEC registered investment adviser based in Bangor, ME, registered since 2024. It reports $11M in assets under management across 283 accounts, with 4 employees. It has 4 investment adviser representatives.
- Reported AUM
- $11M
- Discretionary
- 100%
- Accounts
- 283
- Average account
- $389K
- Employees
- 4
- Advisory reps
- 4
- Registered since
- 2024
- Jurisdictions
- 2
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- Nathan Allen Freeman Managing Member, Chief Compliance Officer CRD 4871519
Advisory reps 3 of 4
- Alexander John Briggs Insurance Agent · Investment Adviser Rep CRD 7772039
- Nathan Allen Freeman Insurance Agent · Investment Adviser Rep CRD 4871519
- Kyle Timothy Goupille Insurance Agent · Investment Adviser Rep CRD 7916150
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 77 Exchange St Ste 302
Bangor, ME 04401 - County
- Penobscot
- Metro area
- Bangor, ME
- Region
- Northeast
Registrations
- SEC registered
- Registered in 2 jurisdictions
- Website: oldfieldwealth.com
Every state, with registration dates
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