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OXFORD WEALTH GROUP, LLC
CRD 319561 · SEC 801-124718
111 N. ORANGE AVENUE, SUITE 775, ORLANDO, FL, 32801, United States
Phone
407-495-2004
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$327.9M
Discretionary AUM
$327.9M
Team
14 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 858 | $198.4M |
| High net worth individuals | 55 | $129.5M |
| Corporations/business entities | 2 | $33K |
States served
AL, AR, GA, NC, PA, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD