Oldfield Wealth Partners

Overview

Oldfield Wealth Partners is an independent, LLC-structured registered investment adviser that focuses on individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. It is SEC-registered (2024) and owned by an individual principal. Oldfield Wealth Partners does not identify as an active ESG investor, does not operate as a capital allocator or a pension consultant, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices