Oxford Wealth Management
Oxford Wealth Management is an SEC-registered wealth manager in Lindon, UT with $109.6M assets under management (AUM, regulatory AUM), -78% over one year. See who owns Oxford Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332725, SEC 801-131225, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $109.6M (2026-06-29)
- Firm type
- Wealth Manager
- Location
- Lindon, UT
- Employees
- 11
- Clients
- 66
- CRD
- 332725
- Ownership
- AEIOU 2 LLC; FARNHAM STREET HOLDINGS LLC; LYSENKO, DAVID, WAYNE; Van Deusen, Kelly; ARCHIBALD, CAMERON
How much AUM does Oxford Wealth Management have?
Oxford Wealth Management reported $109.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Oxford Wealth Management?
Disclosed owners and executives of Oxford Wealth Management include AEIOU 2 LLC, FARNHAM STREET HOLDINGS LLC, LYSENKO, DAVID, WAYNE, Van Deusen, Kelly, ARCHIBALD, CAMERON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.