← Tributary

OXINAS PARTNERS WEALTH MANAGEMENT

JEFFERSONVILLE, IN · CRD 297462 · IAPD ↗ · (812) 725-8649

$391.0MRegulatory AUM
6Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
14States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
January 2026 — OXINAS PARTNERS WEALTH MANAGEMENT notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — OXINAS PARTNERS WEALTH MANAGEMENT notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — OXINAS PARTNERS WEALTH MANAGEMENT shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
September 2024 — OXINAS PARTNERS WEALTH MANAGEMENT notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — OXINAS PARTNERS WEALTH MANAGEMENT reported RAUM up 26% ($235.1M -> $297.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.