CRD: 297462
Oxinas Partners Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-22-2018
- Office Locations
- 3
Office Locations
About Oxinas Partners Wealth Management
Oxinas Partners Wealth Management provides holistic financial planning and tailored investment management, including 401(k) plan guidance for employers and participants. The team focuses on helping individuals and families navigate career and life transitions with portfolios aligned to goals, risk, and time horizon. Schwab is a primary custodian, and the firm emphasizes responsive, same-day client support.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN CHRISTOPHER COXON
Financial Advisor, PARTNER
- CRD
- #4987938
- Ownership
- Less than 5%
MATTHEW THOMAS WAGNER
Chief Compliance Officer, Financial Advisor, PARTNER
- CRD
- #5339909
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Gary G Bouch
Financial Advisor
- CRD
- #1807688
Paul Jason Caruso
Financial Advisor
- CRD
- #2288801
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,163,843 | $225,546 |
| Non-Discretionary | $2,813,214 | $165,483 |
| Total | $390,977,057 | $224,958 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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