← Tributary

OXFORD WEALTH GROUP, LLC

ORLANDO, FL · CRD 319561 · IAPD ↗ · 407-495-2004

$327.9MRegulatory AUM
8Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — OXFORD WEALTH GROUP, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — OXFORD WEALTH GROUP, LLC reported RAUM up 39% ($235.9M -> $327.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2026 — OXFORD WEALTH GROUP, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2026 — OXFORD WEALTH GROUP, LLC added office(s): 6 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
June 2025 — OXFORD WEALTH GROUP, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — OXFORD WEALTH GROUP, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
June 2024 — OXFORD WEALTH GROUP, LLC notice-filed in GA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — OXFORD WEALTH GROUP, LLC reported RAUM up 27% ($156.4M -> $198.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — OXFORD WEALTH GROUP, LLC now reports custody of client assets ($20.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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