OXFORD WEALTH MANAGEMENT LLC
Doing business as OXFORD WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$109,624,448
Discretionary
$91,869,894
Non-discretionary
$17,754,554
Firm details
- CRD number
- 332725
- SEC file number
- 801-131225
- Main office
- LINDON, UT, United States
- Employees
- 11
- SEC status
- Approved
- Website
- http://linkedin.com/company/oxgp
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.