CEO · Oxford Wealth Management
Taylor M Vowles
CRD 5170051 · Named on Form ADV at one SEC-registered adviser
At a glance
Oxford Wealth Management, an SEC-registered wealth manager based in Lindon, UT with $110 million in regulatory assets, lists Taylor M Vowles on its Form ADV as CEO, a control person.
Firms and roles
- Oxford Wealth ManagementCEOWealth manager · Lindon, UT · $110M in regulatory assets
AtlasMembers
Taylor’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Cameron J. ArchibaldChief Financial Officer, Oxford Wealth Management
- David W. LysenkoChief Operating Officer, Oxford Wealth Management
- Kelly Van DeusenChief Compliance Officer, Oxford Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Taylor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.