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OLDFIELD WEALTH PARTNERS
OLDFIELD WEALTH PARTNERS LLC
CRD 332765 · SEC 801-131174
77 EXCHANGE ST., SUITE 302, BANGOR, ME, 04401, United States
Phone
207-573-3001
Fax
(207)573-3005
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.0M
Discretionary AUM
$110.0M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $24.2M |
| High net worth individuals | 30 | $85.8M |
States served
ME, TX
All web addresses on file
Official SEC filing: View on IAPD