OXFORD WEALTH MANAGEMENT LLC of LINDON, UT is an SEC-registered investment adviser (CRD 332725). Regulatory assets under management: $109.6M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Kelly Van Deusen | CHIEF COMPLIANCE OFFICER | — |
| Taylor M Vowles | CEO; MEMBER | — |
| Cameron Jacob Archibald | CHIEF FINANCIAL OFFICER | — |
| David Wayne Lysenko | CHIEF OPERATING OFFICER | — |
| LYSENKO DAVID WAYNE | CO-CHIEF INFORMATION OFFICER | — |
| VOWLES TAYLOR M | CEO; MEMBER | — |
| ARCHIBALD CAMERON | CHIEF COMPLIANCE OFFICER | — |
| ARCHIBALD CAMERON JACOB | CHIEF COMPLIANCE OFFICER | — |