Oxford Wealth Management LLC
● SEC registered since 2024CRD 332725SEC# 801-131225Lindon, UT
Reg. AUM
$109.6M
Employees
11
Accounts
66
Location
Lindon, UT
Oxford Wealth Management LLC assets under management
Oxford Wealth Management LLC is an investment advisory firm registered with the SEC based in Lindon, UT. The firm has been registered since 2024. It reports $109.6 million in regulatory assets under management and employs 11 people.
Oxford Wealth Management LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron Jacob Archibald Control | Chief Financial Officer | Under 5% | 2024 |
| David Wayne Lysenko Control | Chief Operating Officer | Under 5% | 2024 |
| Farnham Street Holdings LLC Control | Member | Over 75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Oxford Wealth Management LLC manage?
Oxford Wealth Management LLC reports $109.6 million in regulatory assets under management on its Form ADV.
How many employees does Oxford Wealth Management LLC have?
Oxford Wealth Management LLC reports 11 employees.
Where is Oxford Wealth Management LLC located?
Oxford Wealth Management LLC is based in Lindon, UT and has been SEC-registered since 2024.
Does Oxford Wealth Management LLC disclose fund performance?
Oxford Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 195 North State Street, Suite 200 - Owm, Lindon, UT 84042 |
| Phone | 385-206-5271 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$109.6M▼ 75%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$109.6Mregulatory AUM
Discretionary $91.9MNon-discretionary $17.8M