Active
OXFORD WEALTH MANAGEMENT
Investment Advice|LINDON, UT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$495.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 104.6M |
| Non-Discretionary | 390.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 332725 |
| SEC Number | 801-131225 |
| Street Address | 195 NORTH STATE STREET |
| Street Address 2 | SUITE 200 - OWM |
| Location | LINDON, UT 84042 |
| Country | United States |
| Phone | 385-206-5271 |
| Total Employees | 9 |
| Business Types | financial_product_sales |
Client Count by Type (66 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 36 |
| High Net Worth Individual… | 23 |
| Corporations/Businesses | 7 |
Community Partners
CITY OF ALPINE
CITY OF AMERICAN FORK
CITY OF GENOLA
CITY OF HIGHLAND
CITY OF LEHI
CITY OF LINDON
CITY OF MAPLETON
CITY OF OREM
CITY OF PAYSON
CITY OF PLEASANT GROVE
CITY OF SALEM
CITY OF SANTAQUIN
CITY OF SARATOGA SPRINGS
CITY OF SPANISH FORK CITY
CITY OF SPRINGVILLE
TOWN OF CEDAR FORT
TOWN OF CEDAR HILLS
TOWN OF EAGLE MOUNTAIN
TOWN OF ELK RIDGE
TOWN OF FAIRFIELD
CITY OF ALPINE
CITY OF AMERICAN FORK
CITY OF GENOLA
CITY OF HIGHLAND
CITY OF LEHI
CITY OF LINDON
CITY OF MAPLETON
CITY OF OREM
CITY OF PAYSON
CITY OF PLEASANT GROVE
CITY OF SALEM
CITY OF SANTAQUIN
CITY OF SARATOGA SPRINGS
CITY OF SPANISH FORK CITY
CITY OF SPRINGVILLE
TOWN OF CEDAR FORT
TOWN OF CEDAR HILLS
TOWN OF EAGLE MOUNTAIN
TOWN OF ELK RIDGE
TOWN OF FAIRFIELD
CITY OF ALPINE
CITY OF AMERICAN FORK
CITY OF GENOLA
CITY OF HIGHLAND
CITY OF LEHI
CITY OF LINDON
CITY OF MAPLETON
CITY OF OREM
CITY OF PAYSON
CITY OF PLEASANT GROVE
CITY OF SALEM
CITY OF SANTAQUIN
CITY OF SARATOGA SPRINGS
CITY OF SPANISH FORK CITY
CITY OF SPRINGVILLE
TOWN OF CEDAR FORT
TOWN OF CEDAR HILLS
TOWN OF EAGLE MOUNTAIN
TOWN OF ELK RIDGE
TOWN OF FAIRFIELD
Municipal Government
23 Active
23
Organizations
ALPINE SOIL CONSERVATION DISTRICT
AMERICAN FORK METROPOLITAN WATER DISTRICT
BENJAMIN CEMETERY MAINTENANCE DISTRICT
BENJAMIN DRAINAGE DISTRICT
CENTRAL UTAH WATER CONSERVANCY DISTRICT
HIGHLAND CONSERVATION DISTRICT
LAKE SHORE AND BENJAMIN DRAINAGE DISTRICT
LEHI METROPOLITAN WATER DISTRICT
MAPLETON IRRIGATION DISTRICT
MOUNTAINLAND ASSOCIATION OF GOVERNMENTS
NORTH UTAH COUNTY WATER CONSERVANCY DISTRICT
OREM METROPOLITAN WATER DISTRICT
OREM REHABILITATION AND NURSING CENTER
PLEASANT GROVE METROPOLITAN WATER DISTRICT
POINTE MEADOWS HEALTH AND REHABILITATION
POLE CANYON BASIC LOCAL DISTRICT
PROVO CITY HOUSING AUTHORITY
PROVO METROPOLITAN WATER DISTRICT
RED BRIDGE PUBLIC INFRASTRUCTURE NO. 1
RED BRIDGE PUBLIC INFRASTRUCTURE NO. 2
ALPINE SOIL CONSERVATION DISTRICT
AMERICAN FORK METROPOLITAN WATER DISTRICT
BENJAMIN CEMETERY MAINTENANCE DISTRICT
BENJAMIN DRAINAGE DISTRICT
CENTRAL UTAH WATER CONSERVANCY DISTRICT
HIGHLAND CONSERVATION DISTRICT
LAKE SHORE AND BENJAMIN DRAINAGE DISTRICT
LEHI METROPOLITAN WATER DISTRICT
MAPLETON IRRIGATION DISTRICT
MOUNTAINLAND ASSOCIATION OF GOVERNMENTS
NORTH UTAH COUNTY WATER CONSERVANCY DISTRICT
OREM METROPOLITAN WATER DISTRICT
OREM REHABILITATION AND NURSING CENTER
PLEASANT GROVE METROPOLITAN WATER DISTRICT
POINTE MEADOWS HEALTH AND REHABILITATION
POLE CANYON BASIC LOCAL DISTRICT
PROVO CITY HOUSING AUTHORITY
PROVO METROPOLITAN WATER DISTRICT
RED BRIDGE PUBLIC INFRASTRUCTURE NO. 1
RED BRIDGE PUBLIC INFRASTRUCTURE NO. 2
ALPINE SOIL CONSERVATION DISTRICT
AMERICAN FORK METROPOLITAN WATER DISTRICT
BENJAMIN CEMETERY MAINTENANCE DISTRICT
BENJAMIN DRAINAGE DISTRICT
CENTRAL UTAH WATER CONSERVANCY DISTRICT
HIGHLAND CONSERVATION DISTRICT
LAKE SHORE AND BENJAMIN DRAINAGE DISTRICT
LEHI METROPOLITAN WATER DISTRICT
MAPLETON IRRIGATION DISTRICT
MOUNTAINLAND ASSOCIATION OF GOVERNMENTS
NORTH UTAH COUNTY WATER CONSERVANCY DISTRICT
OREM METROPOLITAN WATER DISTRICT
OREM REHABILITATION AND NURSING CENTER
PLEASANT GROVE METROPOLITAN WATER DISTRICT
POINTE MEADOWS HEALTH AND REHABILITATION
POLE CANYON BASIC LOCAL DISTRICT
PROVO CITY HOUSING AUTHORITY
PROVO METROPOLITAN WATER DISTRICT
RED BRIDGE PUBLIC INFRASTRUCTURE NO. 1
RED BRIDGE PUBLIC INFRASTRUCTURE NO. 2
Special District
31 Active
31
Organizations
ALPINE SCH DIST
CS LEWIS ACADEMY INC
EARTHTEC ENGINEERING
KARL G MAESER PREP ACADEMY
MOUNTAINVILLE ACADEMY
NEBO SCH DIST
ODYSSEY CHARTER SCHOOL, INC.
PROVO CITY SCH DIST
ROCKWELL CHARTER HIGH SCHOOL
UTAH COUNTY ACADEMY OF SCIENCES
ALPINE SCH DIST
CS LEWIS ACADEMY INC
EARTHTEC ENGINEERING
KARL G MAESER PREP ACADEMY
MOUNTAINVILLE ACADEMY
NEBO SCH DIST
ODYSSEY CHARTER SCHOOL, INC.
PROVO CITY SCH DIST
ROCKWELL CHARTER HIGH SCHOOL
UTAH COUNTY ACADEMY OF SCIENCES
ALPINE SCH DIST
CS LEWIS ACADEMY INC
EARTHTEC ENGINEERING
KARL G MAESER PREP ACADEMY
MOUNTAINVILLE ACADEMY
NEBO SCH DIST
ODYSSEY CHARTER SCHOOL, INC.
PROVO CITY SCH DIST
ROCKWELL CHARTER HIGH SCHOOL
UTAH COUNTY ACADEMY OF SCIENCES
School District
10 Active
10
Organizations
300TH MIB ASSOCIATION
4 GONE STILL STRONG
4TH WALL PLAYERS FOUNDATION
4TK FOUNDATION INC
A and L Leonard Foundation
ABBY LOU FOUNDATION
A BETTER INTERNET FOUNDATION
ABOUT LOVE AND LANGUAGE LLC
ABRAHAM HESLINGTON FAMILY ORGANIZATION
Academy for Creating Enterprise
ACADEMY OF EVIDENCE-BASED WELLNESS
Academy of LDS Dentists
A CHILD'S HOPE FOUNDATION
ACTIO CHARITIES INC
Acupuncture Regenerative Medicine
ADB FAMILY FOUNDATION
ADDICT II ATHLETE
ADOPTION - SHARE THE LOVE
ADVENTURE GIVING
ADVENTURES IN RECOVERY
300TH MIB ASSOCIATION
4 GONE STILL STRONG
4TH WALL PLAYERS FOUNDATION
4TK FOUNDATION INC
A and L Leonard Foundation
ABBY LOU FOUNDATION
A BETTER INTERNET FOUNDATION
ABOUT LOVE AND LANGUAGE LLC
ABRAHAM HESLINGTON FAMILY ORGANIZATION
Academy for Creating Enterprise
ACADEMY OF EVIDENCE-BASED WELLNESS
Academy of LDS Dentists
A CHILD'S HOPE FOUNDATION
ACTIO CHARITIES INC
Acupuncture Regenerative Medicine
ADB FAMILY FOUNDATION
ADDICT II ATHLETE
ADOPTION - SHARE THE LOVE
ADVENTURE GIVING
ADVENTURES IN RECOVERY
300TH MIB ASSOCIATION
4 GONE STILL STRONG
4TH WALL PLAYERS FOUNDATION
4TK FOUNDATION INC
A and L Leonard Foundation
ABBY LOU FOUNDATION
A BETTER INTERNET FOUNDATION
ABOUT LOVE AND LANGUAGE LLC
ABRAHAM HESLINGTON FAMILY ORGANIZATION
Academy for Creating Enterprise
ACADEMY OF EVIDENCE-BASED WELLNESS
Academy of LDS Dentists
A CHILD'S HOPE FOUNDATION
ACTIO CHARITIES INC
Acupuncture Regenerative Medicine
ADB FAMILY FOUNDATION
ADDICT II ATHLETE
ADOPTION - SHARE THE LOVE
ADVENTURE GIVING
ADVENTURES IN RECOVERY
Nonprofit Organization
1450 Active
1450
Organizations
Community Partners114 organizations
CITY OF PAYSON
Municipal Government·PAYSON
TOWN OF GOSHEN
Municipal Government·GOSHEN
TOWN OF VINEYARD
Municipal Government·VINEYARD
ALPINE SOIL CONSERVATION DISTRICT
Special District·CEDAR VALLEY
AMERICAN FORK METROPOLITAN WATER DISTRICT
Special District·AMERICAN FORK
BENJAMIN CEMETERY MAINTENANCE DISTRICT
Special District·SPANISH FORK
BENJAMIN DRAINAGE DISTRICT
Special District·SPANISH FORK
CENTRAL UTAH WATER CONSERVANCY DISTRICT
Special District·OREM
HIGHLAND CONSERVATION DISTRICT
Special District·HIGHLAND
LAKE SHORE AND BENJAMIN DRAINAGE DISTRICT
Special District·SPANISH FORK
LEHI METROPOLITAN WATER DISTRICT
Special District·LEHI
MAPLETON IRRIGATION DISTRICT
Special District·SPRINGVILLE
MOUNTAINLAND ASSOCIATION OF GOVERNMENTS
Special District·OREM
NORTH UTAH COUNTY WATER CONSERVANCY DISTRICT
Special District·AMERICAN FORK
OREM METROPOLITAN WATER DISTRICT
Special District·OREM
OREM REHABILITATION AND NURSING CENTER
Special District·OREM
PLEASANT GROVE METROPOLITAN WATER DISTRICT
Special District·PLEASANT GROVE
POINTE MEADOWS HEALTH AND REHABILITATION
Special District·LEHI
POLE CANYON BASIC LOCAL DISTRICT
Special District·SOUTH JORDAN
PROVO METROPOLITAN WATER DISTRICT
Special District·PROVO
RED BRIDGE PUBLIC INFRASTRUCTURE NO. 1
Special District·PAYSON
RED BRIDGE PUBLIC INFRASTRUCTURE NO. 2
Special District·PAYSON
SOUTH UTAH VALLEY MUNICIPAL WATER ASSOCIATION
Special District·SPANISH FORK
SPRINGVILLE IRRIGATION DISTRICT
Special District·SPRINGVILLE
SPRINGVILLE POWER PLANT
Special District·SPRINGVILLE
TIMP-NEBO SOIL CONSERVATION DISTRICT
Special District·MAPLETON
TRI-CITY INTERLOCAL AGENCY (GOLF COURSE)
Special District·AMERICAN FORK
CS LEWIS ACADEMY INC
School District·SANTAQUIN
EARTHTEC ENGINEERING
School District·LINDON
KARL G MAESER PREP ACADEMY
School District·LINDON
MOUNTAINVILLE ACADEMY
School District·ALPINE
ODYSSEY CHARTER SCHOOL, INC.
School District·AMERICAN FORK
ROCKWELL CHARTER HIGH SCHOOL
School District·EAGLE MOUNTAIN
UTAH COUNTY ACADEMY OF SCIENCES
School District·OREM
300TH MIB ASSOCIATION
Nonprofit Organization·Lehi
4 GONE STILL STRONG
Nonprofit Organization·Springville
4TH WALL PLAYERS FOUNDATION
Nonprofit Organization·Orem
4TK FOUNDATION INC
Nonprofit Organization·SPRINGVILLE
A and L Leonard Foundation
Nonprofit Organization·Mapleton
ABBY LOU FOUNDATION
Nonprofit Organization·LEHI
A BETTER INTERNET FOUNDATION
Nonprofit Organization·OREM
ABOUT LOVE AND LANGUAGE LLC
Nonprofit Organization·Pleasant Grove
ABRAHAM HESLINGTON FAMILY ORGANIZATION
Nonprofit Organization·Mapleton
Academy for Creating Enterprise
Nonprofit Organization·Lehi
ACADEMY OF EVIDENCE-BASED WELLNESS
Nonprofit Organization·American Fork
Academy of LDS Dentists
Nonprofit Organization·Lindon
A CHILD'S HOPE FOUNDATION
Nonprofit Organization·OREM
ACTIO CHARITIES INC
Nonprofit Organization·EAGLE MOUNTAIN
Acupuncture Regenerative Medicine
Nonprofit Organization·Mapleton
ADB FAMILY FOUNDATION
Nonprofit Organization·MAPLETON
ADDICT II ATHLETE
Nonprofit Organization·SPRINGVILLE
ADOPTION - SHARE THE LOVE
Nonprofit Organization·Pleasant Grove
ADVENTURE GIVING
Nonprofit Organization·Lindon
ADVENTURES IN RECOVERY
Nonprofit Organization·American Fork
AFRICAN INTERNS
Nonprofit Organization·Vineyard
AFRICOMPASSION USA
Nonprofit Organization·PLEASANT GROVE
Agape Community Center
Nonprofit Organization·Payson
AGENTS ASSOCIATION OF CIVIL SERVICE EMPLOYEES INSURANCE COMPANY
Nonprofit Organization·Payson
Agua Viva Ministerio
Nonprofit Organization·Vineyard
ALABAMA YOUTH EDUCATION IN SHOOTING SPORTS
Nonprofit Organization·Pleasant Grove
ALAS-U
Nonprofit Organization·Eagle Mountain
Alberto Della Vita Foundation
Nonprofit Organization·Springville
ALIANZA VENEZOLANA DE UTAH
Nonprofit Organization·AMERICAN FORK
ALIVE MOVEMENT
Nonprofit Organization·Lehi
ALL ABILITIES UTAH
Nonprofit Organization·Lindon
ALLIANCE YOUTH CORPORATION
Nonprofit Organization·LEHI
ALL OUT IN THE OPEN
Nonprofit Organization·Alpine
ALLPS TRAINING ALLIANCE
Nonprofit Organization·American Fork
ALPHASUPPORT INTERNATIONAL
Nonprofit Organization·Lehi
ALPINE CITY LEGACY FOUNDATION
Nonprofit Organization·Alpine
ALPINE CREDIT UNION
Nonprofit Organization·OREM
ALPINE EDUCATION ASSOCIATION
Nonprofit Organization·PLEASANT GROVE
ALPINE MOUNTED ARCHERY
Nonprofit Organization·Eagle Mountain
Alpine Trails Foundation
Nonprofit Organization·Alpine
ALPINE UNISERV
Nonprofit Organization·PLEASANT GROVE
ALPINE VALLEY ACADEMY INC
Nonprofit Organization·Lehi
ALWAYS REMEMBER FOUNDATION
Nonprofit Organization·PLEASANT GROVE
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Orem
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Orem
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Cedar Hills
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Cedar Hills
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Lehi
AMATEUR ATHLETIC UNION OF THE UTAH DRIVE BASKETBALL L C A
Nonprofit Organization·Orem
AMERICAN AGENDA
Nonprofit Organization·Cedar Hills