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OLIVER LUXXE ASSETS LLC
CRD 169588 · SEC 801-78786
10 LACKAWANNA AVE, SUITE 9, GLADSTONE, NJ, 07934, United States
Phone
908-741-4884
Fax
908-741-4902
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$981.9M
Discretionary AUM
$919.8M
Team
9 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $32.3M |
| High net worth individuals | 338 | $801.7M |
| Pooled investment vehicles | 1 | $9.3M |
| Pension/profit sharing plans | 24 | $44.4M |
| Charitable organizations | 2 | $13.3M |
| State/municipal entities | 1 | $74.0M |
| Corporations/business entities | 3 | $6.9M |
States served
VT, CA, CO, GA, IL, MA, NV, NJ, NY, PA, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD