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Managing Member and Chief Compliance Officer · Oldfield Wealth Partners

Nathan A. Freeman

CRD 4871519 · Named on Form ADV at one SEC-registered adviser

At a glance

Oldfield Wealth Partners, an SEC-registered wealth manager based in Bangor, ME with $110 million in regulatory assets, lists Nathan A. Freeman on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Oldfield Wealth PartnersManaging Member and Chief Compliance OfficerWealth manager · Bangor, ME · $110M in regulatory assets

AtlasMembers

Nathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.