OLDFIELD WEALTH PARTNERS LLC
Doing business as OLDFIELD WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$109,966,376
Discretionary
$109,966,376
Non-discretionary
$0
Firm details
- CRD number
- 332765
- SEC file number
- 801-131174
- Main office
- BANGOR, ME, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.oldfieldwealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.