Olivia R. Macdonald

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CRD#: 7929622

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Olivia Reed Macdonald, who also goes by Olivia Motzkus, was a registered financial professional .

Olivia is a previously registered financial professional and started their career in finance in 2024. Olivia had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Olivia Motzkus

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Military Money Map; No; South Jordan, UT; Education; Founder; 15/MO; 15/MO; Create Financial educational content writing scripts, create & record financial education short videos.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 28, 2024 - April 22, 2025

OXLEY WEALTH MANAGEMENT, LLC

RIA

CRD#: 298238

COTTONWOOD HEIGHTS, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

OXLEY WEALTH MANAGEMENT, LLC

CRD#: 298238 / SEC#:

Utah

Registered Investment Advisory firm - (1/3/2019 Approved)

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Contact information

Main Address

Sandy, UT

Mailing Address

Phone number

(801) 565-1441

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	86
AUM (Assets Under Management)	$ 12,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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