Oxford Harriman Private Wealth Management

Overview

Oxford Harriman Private Wealth Management is a limited liability company that registered with the SEC in 2026 and is identified as a newly formed adviser. The firm describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed fees. The snapshot flags it as not focusing on ESG investing, not serving as a pension consultant, and not operating as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices