Oldfield Wealth Partners
Firm details
- Headquarters
- Bangor, Maine
- CRD number
- 332765
- Registered since
- September 20, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.03%
- Individuals21.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oldfield Wealth Partners is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include both a percentage-of-assets under management model and fixed-fee engagements. Oldfield does not identify as an active ESG investor and is not set up as a multi-state adviser or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds33%
- US Government Bonds17%
- Cash & Cash Equivalents7%
Contacts
3 of 4
Alexander Briggs
Wealth Planning AdvisorCRD 7772039
Chase Guerrette
Wealth Planning AdvisorCRD 7507151
Kyle Goupille
Wealth Planning AdvisorCRD 7916150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bangor, ME
Penobscot
Location
Bangor, ME
Headquartered in Bangor, ME, in the Northeast of the United States.
- Region
- Northeast
- County
- Penobscot
- Address
- 77 Exchange St
- Time zone
- ET (UTC-5)
- Office locations
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