OXFORD WEALTH MANAGEMENT LLC
Legal name: OXFORD WEALTH MANAGEMENT
CRD #332725 SEC #801-131225 LINDON, UT 385-206-5271
SEC Registered
Total AUM
$495.1M
Discretionary
$104.6M
Employees
9
Clients
51
Accounts
69
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $495.1M | $104.6M | $390.5M | 9 | 3 |
| Jan 2025 | $435.3M | $100.8M | $334.6M | 9 | 3 |
| Dec 2024 | $0 | $0 | $0 | 2 | 0 |
| Sep 2024 | $0 | $0 | $0 | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$495.1M
Discretionary$104.6M
Non-Disc.$390.5M
Employees9
Clients3
DateJan 2025
Total AUM$435.3M
Discretionary$100.8M
Non-Disc.$334.6M
Employees9
Clients3
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0