Oxford Harriman Private Wealth Management

Overview

Oxford Harriman Private Wealth Management LLC is a recently established wealth advisory firm that registered with the SEC in 2026. Structured as an LLC, the firm positions itself as a capital allocator working primarily with individuals and small-business owners. Its advisory scope includes comprehensive financial planning, discretionary and non-discretionary portfolio management for individual and small-business clients, and selecting third-party advisers or managers on clients’ behalf. The firm bills using a mix of percentage-of-assets, hourly, and fixed-fee arrangements. It does not characterize itself as an active ESG investor. Oxford Harriman reports affiliations with an accounting firm and an insurance company, which suggests access to tax and risk-transfer specialists to complement its planning and investment services.

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Location & Offices