OXFORD WEALTH MANAGEMENT

Overview

Oxford Wealth Management is an independent registered investment adviser that launched its SEC registration in 2024 and operates as a limited liability company. The firm acts as a capital allocator for both high-net-worth individuals and institutional clients, offering a blend of portfolio management and financial planning. Its advisory services extend from individual and small-business portfolios to institutional arrangements and the selection of third-party advisers. Fee arrangements are flexible, including percentage-of-AUM fees, fixed fees and performance-based structures, which supports bespoke engagements and incentive-aligned mandates. Investment activity is centered on public equity exposure delivered primarily through exchange-traded equities and ETFs, complemented by direct allocations to alternatives. The firm identifies as an active ESG investor, integrating environmental, social and governance factors into manager selection and portfolio construction. Oxford Wealth Management also engages in other financial product sales and lists an accountant among its industry affiliations, indicating a close alignment between investment advice and tax/accounting considerations.

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Public Holdings

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Location & Offices