| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron Jacob Archibald Control | Chief Financial Officer | Under 5% | 2024 |
| David Wayne Lysenko Control | Chief Operating Officer | Under 5% | 2024 |
| Farnham Street Holdings LLC Control | Member | Over 75% | 2024 |
Oxford Wealth Management LLC reports $495.1 million in regulatory assets under management on its Form ADV.
Oxford Wealth Management LLC reports 9 employees.
Oxford Wealth Management LLC is based in Lindon, UT and has been SEC-registered since 2024.
Oxford Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 195 North State Street, Suite 200 - Owm, Lindon, UT 84042 |
| Phone | 385-206-5271 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $104.6M |
| Non-discretionary | $390.5M |
| Total (RAUM) | $495.1M |