DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

OLDFIELD WEALTH PARTNERS

OLDFIELD WEALTH PARTNERS LLC, CRD 332765

BANGOR, ME

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9eed0109-5bf5-5827-0615-b8aaa0fabb11

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Aug 23, 2024 to Jul 29, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $110MItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $110M
Private client RAUM: $110MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $27.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 283
Individual clients: 63
High net worth clients: 30
SEC number: 801-131174
CRD: 332765
Filings on the tape: 11
First filed: Aug 23, 2024
Latest filed: Jul 29, 2026
Organised: Limited Liability Company, ME
Website: oldfieldwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
NATHAN ALLEN FREEMAN	n/a	BANGOR, ME	21	9	no
Alexander John Briggs	Certified Financial Planner	BANGOR, ME	11	1	no
Chase Guerrette	n/a	BANGOR, ME	10	1	no
Kyle Timothy Goupille	Certified Financial Planner	BANGOR, ME	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FREEMAN, NATHAN, ALLEN	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	12/2018	Aug 23, 2024	Oct 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 29, 2026	$110M	$110M	3	3	0	n/a	n/a
2024	Jan 27, 2025	$101M	$94.7M	1	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	0	0	0	5	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$110M	$101M	8.6%	n/a	n/a	4	1	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERITAS ADVISORY SERVICES, LLC	2	May 6, 2026	Jun 18, 2026	PRESQUE ISLE, ME	Team lift out	Ibd to RIA	0.4%

Relationships

Registered with (4)

← Kyle Timothy GoupilleAdvisorregistration: current employment
Jun 18, 2026 to presentfactForm ADV
← Chase GuerretteAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← Alexander John BriggsAdvisorregistration: current employment
Apr 3, 2026 to presentfactForm ADV
← NATHAN ALLEN FREEMANAdvisorregistration: previous registration
Nov 1, 2024 to Aug 19, 2025factForm ADV

Moved with (1)

← AMERITAS ADVISORY SERVICES, LLCRegistered adviser2 advisors, team lift out
May 6, 2026 to Jun 18, 2026factForm ADV

Controls (1)

← FREEMAN, NATHAN, ALLENOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 23, 2024 to Oct 29, 2024factForm ADV

Dated events

Occurred
May 6, 2026
Team lift-out
2 advisors left Ameritas Advisory Services, LLC (Presque Isle, ME) for Oldfield Wealth Partners within 14 days
Form ADVobserved 5 days ago
2 advisors
Occurred
Feb 25, 2026
Regulatory AUM changed
Oldfield Wealth Partners reported RAUM $0, down 100% from $101.3M (2025-01-27 to 2026-02-25)
Form ADVobserved 5 days ago
$-101M
Occurred
Aug 19, 2025
Advisor changed firm
Nathan Allen Freeman left Oldfield Wealth Partners for Mariner Independent (registered 2025-07-15)
Form ADVobserved 5 days ago
Occurred
Aug 23, 2024
First Form ADV filing
Oldfield Wealth Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9eed0109-5bf5-5827-0615-b8aaa0fabb11
First observed: Aug 23, 2024
Last observed: Jul 29, 2026 53 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OLDFIELD WEALTH PARTNERS

OLDFIELD WEALTH PARTNERS LLC, CRD 332765

BANGOR, ME

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9eed0109-5bf5-5827-0615-b8aaa0fabb11

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:05 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NATHAN ALLEN FREEMAN

n/a

BANGOR, ME

Alexander John Briggs

Certified Financial Planner

BANGOR, ME

Chase Guerrette

n/a

BANGOR, ME

Kyle Timothy Goupille

Certified Financial Planner

BANGOR, ME

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FREEMAN, NATHAN, ALLEN

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

12/2018

Aug 23, 2024

Oct 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$110M

n/a

2024

Jan 27, 2025

$101M

$94.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$110M

$101M

8.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERITAS ADVISORY SERVICES, LLC

May 6, 2026

Jun 18, 2026

PRESQUE ISLE, ME

Team lift out

Ibd to RIA

0.4%