Overview
Assets Under Management: $110 million
Headquarters: BANGOR, ME
High-Net-Worth Clients: 30
Average Client Assets: $2.9 million
Frequently Asked Questions
OLDFIELD WEALTH PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332765), OLDFIELD WEALTH PARTNERS is subject to fiduciary duty under federal law.
OLDFIELD WEALTH PARTNERS is headquartered in BANGOR, ME.
OLDFIELD WEALTH PARTNERS serves 30 high-net-worth clients according to their SEC filing dated April 29, 2026. View client details ↓
According to their SEC Form ADV, OLDFIELD WEALTH PARTNERS offers financial planning and portfolio management for individuals. View all service details ↓
OLDFIELD WEALTH PARTNERS manages $110 million in client assets according to their SEC filing dated April 29, 2026.
According to their SEC Form ADV, OLDFIELD WEALTH PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.03%
Average Client Assets: $2.9 million
Total Client Accounts: 283
Discretionary Accounts: 283
Regulatory Filings
CRD Number: 332765
Filing ID: 2100546
Last Filing Date: 2026-04-29 12:40:06