Oxford Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lindon, UT. Its latest Form ADV filing, dated March 30, 2026, reports $110M in regulatory assets under management, 11 employees, and 66 accounts.
Assets Under Management
$110M
Employees
11
Offices
--
Total Clients
66
Primary office
LINDON, UT
195 NORTH STATE STREET, SUITE 200 - OWM, LINDON, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.6% of total clients.
Top client categories% of clientsClients
1
Individuals
57.6%
38
2
HNWI
39.4%
26
3
Corporations
3.0%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of March 30, 2026
Discretionary83.8%
$92M
84% of total RAUM83.8%
Non-discretionary16.2%
$18M
16% of total RAUM16.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$110M
Total Accounts66
10Y AUM Change+$110M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee6:1
10Y Employee Change+9 (+450.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.