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OXLER PRIVATE WEALTH
OXLER PRIVATE WEALTH LLC
CRD 309684 · SEC 801-119258
800 WESTCHESTER AVE, SUITE 641N, RYE BROOK, NY, 10573, United States
Phone
212-785-2860
Fax
212-785-2865
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$578.1M
Discretionary AUM
$574.9M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingASSET ALLOCATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $33.1M |
| High net worth individuals | 46 | $503.4M |
| Pension/profit sharing plans | 7 | $7.6M |
| Charitable organizations | 3 | $4.5M |
| Corporations/business entities | 1 | $727 |
States served
CA, IL, LA, NV, NY, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD