Oxford Wealth Management

Public-record details

Address

195 North State Street, Suite 200 - Owm, Lindon, UT 84042

Phone

(385) 206-5271

Listed under

Financial planning, Flat / fixed fees, % of assets managed

Legal name

Oxford Wealth Management LLC

CRD number

332725

Registration

SEC registered since 2024-09-26

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Performance-based fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$109.6 million

Accounts managed

66

Clients reported (Form ADV 5.D)

66

Individual / high-net-worth clients

38 / 26

Employees

11

Other business activities (Form ADV 6.A)

Also active as: other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-06-29

SEC registered investment adviser, CRD 332725, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 332725 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.