OLIVER LUXXE ASSETS LLC

CRD 169588File 801-78786

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$981.9M

Above cohort median (national)

Discretionary AUM

$919.8M

Non-discretionary $62.1M

Clients

463

1,609 accounts

Employees

Above cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Nov 18, 2013
Principal office: 10 LACKAWANNA AVE, SUITE 9, GLADSTONE, NJ, 07934
Phone: 908-741-4884
Website: HTTP://WWW.OLIVERLUXXE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $981.9M
Discretionary AUM: $919.8M
Non-discretionary AUM: $62.1M
Discretionary accounts: 1,406
Non-discretionary accounts: 203
Total accounts: 1,609
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	3	$6.9M
Charitable organizations	Fewer than 5	$13.3M
High net worth individuals	338	$801.7M
Pooled investment vehicles	1	$9.3M
Pension and profit sharing plans	24	$44.4M
State or municipal government entities	1	$74.0M
Individuals (other than high net worth individuals)	94	$32.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.