OXFORD WEALTH MANAGEMENT LLC

CRD

332725

SEC file #

801-131225

EIN

—

DBA names

Oxford Wealth Management

Economics

AUM

$109.6M

AUM band

$100M-$500M

AUM trajectory

'25 · $495.1M

'26 · $109.6M

'25'26

$495.1M → $109.6M▼ -78%

sec adv history

Client mix

Individuals Other	38
Individuals High Net Worth	26
Corporations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 1 advisors

'26 · 3 advisors

'25'26

1 advisors → 3 advisors▲ +200%

sec adv history

Primary office

LINDON UT

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing

03/30/2026

linkedin.com/company/oxgp(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FARNHAM STREET HOLDINGS LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

FARNHAM STREET HOLDINGS LLC

ARCHIBALD, CAMERON, JACOB

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:linkedin.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3399

Soi Zip Pct 200k Plus

0.1198

Soi Zip Returns 200k Plus

610

Soi Zip Total AGI

621,871

Fdic Zip Total Deposits

2,816,894,000

Fdic Zip Branch Count

Fdic Zip Top Banks

Wells Fargo Bank, National Association

JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
Fidelity	2
Interactive Brokers	2
State Street	1

adv brochure

Fdic Zip Branches Raw

Wells Fargo Bank, National AssociationLindon, UT

Washington Mutual BankLindon, UT

Fdic Zip HHI

3375.61

Fdic Zip Top Bank Share Pct

50.87

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	16,569
Returns	1,380

Stub 2

AGI	33,120
Returns	900

Stub 3

AGI	38,443
Returns	630

Soi Zip Total Business Income

10,968

Soi Zip Total Cap Gains

95,096

Soi Zip Total Dividends

10,442

Soi Zip Total Returns

5,090

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