OLDFIELD WEALTH PARTNERS

Overview

Oldfield Wealth Partners is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Ownership is held by an individual, and its fee model blends asset-based fees with fixed-fee arrangements. Oldfield is not positioned as a capital allocator, does not market itself as an ESG-focused manager, and does not identify as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives