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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARCHIBALD, CAMERON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCHIBALD, CAMERON, JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCHIBALD, CAMERON, JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCHIBALD, CAMERON, JACOB | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ARCHIBALD, CAMERON, JACOB | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LYSENKO, DAVID, WAYNE | I | CO-CHIEF INFORMATION OFFICER | NA | Control |
| LYSENKO, DAVID, WAYNE | I | CO-CHIEF INFORMATION OFFICER | NA | Control |
| LYSENKO, DAVID, WAYNE | I | CHIEF OPERATING OFFICER | NA | Control |
| LYSENKO, DAVID, WAYNE | I | CHIEF OPERATING OFFICER | NA | Control |
| VOWLES, TAYLOR, M | I | CEO | NA | Control |
| VOWLES, TAYLOR, M | I | CEO | NA | Control |
| VOWLES, TAYLOR, M | I | CEO | NA | Control |
| VOWLES, TAYLOR, M | I | CEO | NA | Control |
| VOWLES, TAYLOR, M | I | CEO | NA | Control |
| Van Deusen, Kelly | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Van Deusen, Kelly | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FARNHAM STREET HOLDINGS LLC | DE | MEMBER | E | Control |
| FARNHAM STREET HOLDINGS LLC | DE | MEMBER | E | Control |
| FARNHAM STREET HOLDINGS LLC | DE | MEMBER | E | Control |
| FARNHAM STREET HOLDINGS LLC | DE | MEMBER | E | Control |
| FARNHAM STREET HOLDINGS LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AEIOU 2 LLC | DE | FARNHAM STREET HOLDINGS LLC | E | Control |
| AEIOU 2 LLC | DE | FARNHAM STREET HOLDINGS LLC | E | Control |
| AEIOU 2 LLC | DE | FARNHAM STREET HOLDINGS LLC | E | Control |
| VOWLES, TAYLOR, M | I | AEIOU 2 LLC | E | Control |
| VOWLES, TAYLOR, M | I | AEIOU 2 LLC | E | Control |
| VOWLES, TAYLOR, M | I | AEIOU 2 LLC | E | Control |
Registrations
Federal
IA
Mar 30, 2025 REGISTERED
Notice Filings (1)
UT
Address
195 NORTH STATE STREETSUITE 200 - OWM
LINDON, UT 84042
United States
Phone: 385-206-5271