Hedge Fund
    SEC Registered
    Manages Private Funds

    Oldfield Wealth Partners

    Registered investment advisor · Bangor, Maine · CRD #332765

    Assets Under Management
    $110M
    Client Accounts
    283
    Employees
    1
    CRD Number
    332765
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Oldfield Wealth Partners

    Oldfield Wealth Partners is a SEC-registered investment advisory firm headquartered in Bangor, Maine, managing approximately $110M in regulatory assets across 283 client accounts. The firm's full regulatory record is filed with the SEC under CRD #332765.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Oldfield Wealth Partners's AUM?

    Oldfield Wealth Partners reports approximately $110M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Oldfield Wealth Partners headquartered?

    Oldfield Wealth Partners is headquartered in Bangor, Maine.

    What is Oldfield Wealth Partners's CRD number?

    Oldfield Wealth Partners's CRD number is 332765. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Oldfield Wealth Partners manage?

    Oldfield Wealth Partners manages approximately 283 client accounts according to its latest SEC filing.

    Is Oldfield Wealth Partners SEC registered?

    Yes, Oldfield Wealth Partners is registered with the SEC as an investment adviser with an approved registration status.

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