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| Oxford Wealth Management LLC
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|---|---|
| CRD # | 332725 |
| SEC # | 801-131225 |
| CIK # | 0002007082 |
| AUM | $109.6 M (2026-06-29) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 385-206-5271 |
| Address | 195 North State Street Lindon, UT 84042 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Ciena Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Citigroup Inc | 0.1 | ||
| GS Acquisition Holdings Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 6.6 |
| (b) Individuals (high net worth individuals) | 26 | 101.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 66 | 109.6 |
| By Discretionary | ||
| Discretionary | 64 | 91.9 |
| Non-Discretionary | 2 | 17.8 |
| Total | 66 | 109.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.6 | |
| Total | 66 | 109.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002007082] | |
| 13F-NT | [0002007082] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
OFO Partners LLC
✚
|
MA | 0.1 |
|
Private Client Advisor Group LLC
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|
FL | 0.1 |
|
Simcoe Capital LLC
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|
WA | 0.1 |
|
Wealthshape LLC
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|
CT | 0.1 |
|
Afton Advisors LLC
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|
0.1 | |
|
Ingram Advisory Services LLC
✚
|
FL | 0.1 |
|
Garden State Retirement Specialists LLC
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|
NJ | 0.1 |
|
Five Seasons Financial Planning LLC
✚
|
UT | 0.1 |
|
Fairlight Advisors LLC
✚
|
CA | 0.1 |
|
Aspire Advisors LLC
✚
|
NY | 0.1 |