Oxley Wealth Management, LLC
Oxley Wealth Management, LLC (CRD# 298238) is a financial advisory firm headquartered in Cottonwood Heights, UT. They manage $12,331,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Oxley Wealth Management, LLC
By the Numbers
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Total Assets Under Management12MILLION
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Total Number of Accounts90ACCOUNTS
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Average Account Value$137,011
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Oxley Wealth Management, LLC
1
James Herlocker (CRD# 858348) is an Investment Advisor Representative working at Oxley Wealth Management, LLC in Cottonwood Heights, UT and has over 42 years of experience in the finance industry.
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