OXFORD WEALTH GROUP, LLC
CRD #319561 SEC #801-124718 ORLANDO, FL 407-495-2004
SEC Registered
Total AUM
$235.9M
Discretionary
$235.9M
Employees
24
Clients
0
Accounts
1,456
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $235.9M | $235.9M | $0 | 24 | 0 |
| May 2025 | $235.9M | $235.9M | $0 | 24 | 0 |
| Mar 2025 | $235.9M | $235.9M | $0 | 24 | 0 |
| Mar 2025 | $235.9M | $235.9M | $0 | 24 | 0 |
| May 2024 | $198.9M | $197.3M | $1.5M | 12 | 0 |
| Mar 2024 | $198.9M | $197.3M | $1.5M | 12 | 0 |
| Feb 2024 | $156.4M | $156.4M | $0 | 12 | 0 |
| Dec 2023 | $156.4M | $156.4M | $0 | 12 | 0 |
| Mar 2023 | $156.4M | $156.4M | $0 | 4 | 0 |
| Feb 2023 | $131.7M | $131.7M | $0 | 4 | 0 |
| Nov 2022 | $131.7M | $131.7M | $0 | 4 | 0 |
| Sep 2022 | $131.7M | $131.7M | $0 | 4 | 0 |
| Aug 2022 | $131.7M | $131.7M | $0 | 4 | 0 |
| Aug 2022 | $131.7M | $131.7M | $0 | 4 | 0 |
| Jul 2022 | $0 | $0 | $0 | 4 | 0 |
| Jul 2022 | $0 | $0 | $0 | 4 | 0 |
| Mar 2022 | $0 | $0 | $0 | 4 | 0 |
DateMay 2025
Total AUM$235.9M
Discretionary$235.9M
Non-Disc.$0
Employees24
Clients0
DateMay 2025
Total AUM$235.9M
Discretionary$235.9M
Non-Disc.$0
Employees24
Clients0
DateMar 2025
Total AUM$235.9M
Discretionary$235.9M
Non-Disc.$0
Employees24
Clients0
DateMar 2025
Total AUM$235.9M
Discretionary$235.9M
Non-Disc.$0
Employees24
Clients0
DateMay 2024
Total AUM$198.9M
Discretionary$197.3M
Non-Disc.$1.5M
Employees12
Clients0
DateMar 2024
Total AUM$198.9M
Discretionary$197.3M
Non-Disc.$1.5M
Employees12
Clients0
DateFeb 2024
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees12
Clients0
DateDec 2023
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0