OXFORD WEALTH MANAGEMENT LLC

OXFORD WEALTH MANAGEMENT
LINDON, Utah·3 registered advisors·CRD# 332725
SEC# 801-1312250385-206-5271
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OXFORD WEALTH MANAGEMENT LLC

3 registered advisors
Cameron Jacob Archibald
LINDON, Utah
David Wayne Lysenko
LINDON, Utah
Taylor M Vowles
LINDON, Utah
05

Office Locations

LINDON, Utah
3 advisors

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Data sourced from SEC Form ADV filings. OXFORD WEALTH MANAGEMENT LLC (CRD# 332725) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.