Overview
Assets Under Management: $345 million
Headquarters: JEFFERSONVILLE, IN
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Frequently Asked Questions
OXINAS PARTNERS WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297462), OXINAS PARTNERS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
OXINAS PARTNERS WEALTH MANAGEMENT is headquartered in JEFFERSONVILLE, IN.
OXINAS PARTNERS WEALTH MANAGEMENT serves 97 high-net-worth clients according to their SEC filing dated December 05, 2025. View client details ↓
According to their SEC Form ADV, OXINAS PARTNERS WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
OXINAS PARTNERS WEALTH MANAGEMENT manages $345 million in client assets according to their SEC filing dated December 05, 2025.
According to their SEC Form ADV, OXINAS PARTNERS WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,706
Discretionary Accounts: 1,681
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 297462
Filing ID: 2028012
Last Filing Date: 2025-12-05 10:48:57
Website: 3