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OXFORD WEALTH GROUP, LLC

111 N. Orange Avenue
Suite 775
Orlando, Florida 32801
Tel: 407-495-2004

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About OXFORD WEALTH GROUP, LLC

OXFORD WEALTH GROUP, LLC, formally registered with the SEC as OXFORD WEALTH GROUP, LLC. The firm was established in 04/22/2022. They have over 6 offices throughout the country.

OXFORD WEALTH GROUP, LLC is a Orlando, Florida based Financial Planning firm with nearly $156,367,281 assets under management, offering retirement planning & investment advisory services to 966 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#319561
SEC#801-124718
Assets Managed by Firm$156,367,281
No. of Clients966
No. of Advisors4

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total966$156,367,281
Individuals (other than high net worth individuals)459$147,115,628
High net worth individuals7$5,465,736
Pension and profit sharing plans17$3,380,752
Charitable organizations1$57,695
Corporations or other businesses1$347,470

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