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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

OXFORD WEALTH MANAGEMENT

OXFORD WEALTH MANAGEMENT LLC, CRD 332725

LINDON, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dec742af-a644-e612-8d86-3530d78c1046

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Aug 29, 2024 to Jun 29, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $110MItem 5.F on the latest filing (2026-06-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $91.9M
Private client RAUM: $108MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $36.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 66
Individual clients: 38
High net worth clients: 26
SEC number: 801-131225
CRD: 332725
Filings on the tape: 7
First filed: Aug 29, 2024
Latest filed: Jun 29, 2026
Organised: Limited Liability Company, UT

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TAYLOR M VOWLES	n/a	LINDON, UT	1	15	2	no
CAMERON JACOB ARCHIBALD	n/a	LINDON, UT	0	15	n/a	no
RICHARD WAYNE ANDERTON	n/a	LINDON, UT	0	22	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AEIOU 2 LLC	Member	E	yes	08/2024	Aug 29, 2024	Dec 24, 2024
ARCHIBALD, CAMERON, JACOB	CHIEF COMPLIANCE OFFICER	Na	yes	08/2024	Aug 29, 2024	Dec 24, 2024
FARNHAM STREET HOLDINGS LLC	Member	E	yes	08/2024	Aug 29, 2024	Dec 24, 2024
LYSENKO, DAVID, WAYNE	CO-CHIEF INFORMATION OFFICER	Na	yes	08/2024	Sep 12, 2024	Dec 24, 2024
VOWLES, TAYLOR, M	Member	E	yes	08/2024	Aug 29, 2024	Dec 24, 2024
VOWLES, TAYLOR, M	Ceo	Na	yes	08/2024	Aug 29, 2024	Dec 24, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FAMILY OFFICE TAX SERVICES LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$110M	$91.9M	11	3	0	n/a	n/a
2024	Mar 30, 2025	$495M	$105M	9	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$110M	$495M	-77.9%	n/a	n/a	11	9	0	0

Relationships

Registered with (3)

← RICHARD WAYNE ANDERTONAdvisorregistration: current employment
Aug 20, 2026 to presentfactForm ADV
← CAMERON JACOB ARCHIBALDAdvisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← TAYLOR M VOWLESAdvisorregistration: current employment
Jan 14, 2025 to presentfactForm ADV

Controls (5)

← VOWLES, TAYLOR, MOwnerMEMBER, ownership code E, individual
Aug 29, 2024 to Dec 24, 2024factForm ADV
← LYSENKO, DAVID, WAYNEOwnerCO-CHIEF INFORMATION OFFICER, ownership code NA, individual
Sep 12, 2024 to Dec 24, 2024factForm ADV
← ARCHIBALD, CAMERON, JACOBOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 29, 2024 to Dec 24, 2024factForm ADV
← AEIOU 2 LLCOwnerMEMBER, ownership code E, domestic entity
Aug 29, 2024 to Dec 24, 2024factForm ADV
← FARNHAM STREET HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Aug 29, 2024 to Dec 24, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Oxford Wealth Management reported RAUM $109.6M, down 78% from $495.1M (2025-03-30 to 2026-03-30)
Form ADVobserved 5 days ago
$-385M
Occurred
Sep 12, 2024
Control person joined
Wayne David Lysenko (Co-Chief Information Officer) appeared on Schedule A of Oxford Wealth Management
Form ADVobserved 5 days ago
Occurred
Aug 29, 2024
First Form ADV filing
Oxford Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dec742af-a644-e612-8d86-3530d78c1046
First observed: Aug 29, 2024
Last observed: Jun 29, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OXFORD WEALTH MANAGEMENT

OXFORD WEALTH MANAGEMENT LLC, CRD 332725

LINDON, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dec742af-a644-e612-8d86-3530d78c1046

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:10 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TAYLOR M VOWLES

n/a

LINDON, UT

CAMERON JACOB ARCHIBALD

n/a

LINDON, UT

n/a

RICHARD WAYNE ANDERTON

n/a

LINDON, UT

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AEIOU 2 LLC

Member

yes

08/2024

Aug 29, 2024

Dec 24, 2024

ARCHIBALD, CAMERON, JACOB

CHIEF COMPLIANCE OFFICER

yes

08/2024

Aug 29, 2024

Dec 24, 2024

FARNHAM STREET HOLDINGS LLC

Member

yes

08/2024

Aug 29, 2024

Dec 24, 2024

LYSENKO, DAVID, WAYNE

CO-CHIEF INFORMATION OFFICER

yes

08/2024

Sep 12, 2024

Dec 24, 2024

VOWLES, TAYLOR, M

Member

yes

08/2024

Aug 29, 2024

Dec 24, 2024

VOWLES, TAYLOR, M

Ceo

yes

08/2024

Aug 29, 2024

Dec 24, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FAMILY OFFICE TAX SERVICES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$110M

$91.9M

n/a

2024

Mar 30, 2025

$495M

$105M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$110M

$495M

-77.9%

n/a