OXINAS PARTNERS WEALTH MANAGEMENT

Overview

Oxinas Partners Wealth Management is an independent registered investment adviser formed in 2018 that combines fee-based wealth management with insurance brokerage services. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator that selects and oversees third‑party managers. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside advisers. Investment practice favors a core allocation to public funds and mutual funds supplemented by tactical allocations to individual equities and ETFs. The firm reports a non‑ESG stance and uses a mix of fee structures — percentage of AUM, hourly and fixed fees — which supports both ongoing wealth management relationships and advisory engagements of limited scope. The firm’s advisory platform includes access to alternative strategies and third‑party managers, reflecting its capital allocator role.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices