Oldfield Wealth Partners Revenue

Financial Services • 77 Exchange St., Suite 302, United States • 1-10 Employees

Oldfield Wealth Partners revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Oldfield Wealth Partners

Nathan Freeman

President

Company overview

Headquarters	77 Exchange St., Suite 302, Bangor, ME 04401, US
Phone number	+12075733001
Website	oldfieldwealth.com
NAICS	52
Founded	2019
Employees	1-10

About Oldfield Wealth Partners

We guide our clients as they define their vision for the future and provide steady support through life’s transitions. At Oldfield Wealth Partners, we help successful families and business owners tackle complex investment, wealth planning and tax needs. You’ve worked hard your entire life to earn your success. We’ll work just as hard to help you achieve your vision for the future—whether that’s managing your investments, planning for retirement, selling your business or leaving a legacy. We’re partners in more than name. We’ll be here for you when you need us most. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. Oldfield Wealth Partners and MPS are not affiliated entities.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Oldfield Wealth Partners has never raised funding before.

Frequently asked questions

Oldfield Wealth Partners is located in 77 Exchange St., Suite 302, US.

You can reach Oldfield Wealth Partners at +12075733001.

Oldfield Wealth Partners generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Oldfield Wealth Partners has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Oldfield Wealth Partners was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Oldfield Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Oldfield Wealth Partners

Nathan Freeman

President

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