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OXFORD WEALTH MANAGEMENT
Legal name: OXFORD WEALTH MANAGEMENT LLC
CRD 332725File 801-131225
APPROVED
Retail clients
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$109.6M
Bottom 25% of cohort (national)
Discretionary AUM
$91.9M
Non-discretionary $17.8M
Clients
66
66 accounts
Employees
11
Bottom 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 26, 2024
- Principal office
- 195 NORTH STATE STREET, SUITE 200 - OWM, LINDON, UT, 84042
- Phone
- 385-206-5271
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $109.6M
- Discretionary AUM
- $91.9M
- Non-discretionary AUM
- $17.8M
- Discretionary accounts
- 64
- Non-discretionary accounts
- 2
- Total accounts
- 66
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.5M |
| High net worth individuals | 26 | $101.5M |
| Individuals (other than high net worth individuals) | 38 | $6.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.