OLDFIELD WEALTH PARTNERS LLC
Legal name: OLDFIELD WEALTH PARTNERS
CRD #332765 SEC #801-131174 BANGOR, ME 207-573-3001
SEC Registered
Total AUM
$101.3M
Discretionary
$94.7M
Employees
1
Clients
51
Accounts
94
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maine
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FREEMAN, NATHAN ALLEN, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, NATHAN ALLEN, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, NATHAN, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, NATHAN, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, NATHAN, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, NATHAN, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, NATHAN, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, NATHAN, ALLEN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 27, 2025 REGISTERED
Notice Filings (2)
ME TX
Address
77 EXCHANGE ST.SUITE 302
BANGOR, ME 04401
United States
Phone: 207-573-3001