O
$110.0M Total AUM
$110.0M Disc. AUM
-- 3Y CAGR
3 Employees
93 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-20-2024
- Office Locations
- 1
Office Locations
77 Exchange St. Suite 302 Bangor ME
About Oldfield Wealth Partners
Oldfield Wealth Partners is a Bangor-based RIA. The firm has been operating for 1 years. Managing $110.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
31 AVG AGE
$36.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
0.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
NATHAN ALLEN FREEMAN
Chief Compliance Officer, Managing Member
- CRD
- #4871519
- Ownership
- 75% or more
Available
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Showing 1 of 1 owners & executives
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A
Alexander John Briggs
--
- CRD
- #7772039
Available
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K
Kyle Timothy Goupille
--
- CRD
- #7916150
Available
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Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,966,376 | $388,574 |
| Non-Discretionary | $0 | -- |
| Total | $109,966,376 | $388,574 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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