$109.6M Total AUM
$91.9M Disc. AUM
-- 3Y CAGR
11 Employees
66 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 08-01-2024
- Office Locations
- 1
Office Locations
195 North State Street Suite 200 - OWM Lindon UT
About Oxford Wealth Management
Oxford Wealth Management is a Lindon-based RIA. The firm has been operating for 1 years. Managing $109.6M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS and Interactive Brokers. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$36.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1.3 yrs AVG TENURE
11 Employees
3 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Unlock to see real insight on value eagle.
Premium access reveals conviction themes in matrix foundation.
Unlock to see real insight on value value ridge.
Premium access reveals conviction themes in meridian capital.
Request access to benchmark trends tied to catalyst beacon.
Unlock to see real insight on horizon capital.
Upgrade to reveal position-level detail across crest horizon.
Unlock to compare peer behavior around pioneer unison.
Asset Classes
Bridge radial Beacon Meridian Frontier delta Value crest Catalyst
Client Personas
Signal
Custodian
Timber timber
Investment Themes
Frontier Legacy zenith Capital vector
Investment Vehicles
Eagle Value ridge Capital vector
Services
Momentum Element ridge Insight Capital
Technology
Prime north
Owner & Executives
C
CAMERON JACOB ARCHIBALD
Chief Financial Officer
- CRD
- #7978555
- Ownership
- Less than 5%
(927) 309-1912
legacy.ridge@legacycapital.com
in linkedin.com/in/insight-bridge
D
DAVID WAYNE LYSENKO
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
(600) 737-3433
peak.alpha@valuecapital.com
in linkedin.com/in/north-fusion
V
Value crest
Summit bridge vertex
- CRD
- #34509
- Ownership
- 6.7%
(514) 484-8105
zenith.focus@vertexcapital.com
in linkedin.com/in/prime-bridge
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,869,894 | $1,435,467 |
| Non-Discretionary | $17,754,554 | $8,877,277 |
| Total | $109,624,448 | $1,660,976 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $109,624,448
Equity - Exchange:
8.1% Private Funds:
26.7% Cash:
27.3% Corporate - Investment Grade:
9.6% Municipal Bonds:
28.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $676,770,653 | 8.1% |
| Private Funds | $2,230,836,598 | 26.7% |
| Cash | $2,280,967,757 | 27.3% |
| Corporate - Investment Grade | $802,098,552 | 9.6% |
| Municipal Bonds | $2,364,519,690 | 28.3% |
| Total | $8,355,193,250 | 100.0% |