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OXFORD WEALTH MANAGEMENT
OXFORD WEALTH MANAGEMENT LLC
CRD 332725 · SEC 801-131225
195 NORTH STATE STREET, SUITE 200 - OWM, LINDON, UT, 84042, United States
Phone
385-206-5271
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$109.6M
Discretionary AUM
$91.9M
Team
11 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $6.6M |
| High net worth individuals | 26 | $101.5M |
| Corporations/business entities | 2 | $1.5M |
States served
UT
All web addresses on file
Official SEC filing: View on IAPD