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OLIVER LUXXE ASSETS LLC
CRD 169588File 801-78786
APPROVED
Retail clients
Custody
Filing as of Aug 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.00B
Above cohort median (national)
Discretionary AUM
$885.4M
Non-discretionary $116.3M
Clients
471
1,704 accounts
Employees
9
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
- $1.00B
- Discretionary AUM
- $885.4M
- Non-discretionary AUM
- $116.3M
- Discretionary accounts
- 1,380
- Non-discretionary accounts
- 324
- Total accounts
- 1,704
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $6.9M |
| Charitable organizations | Fewer than 5 | $15.4M |
| High net worth individuals | 351 | $883.3M |
| Pooled investment vehicles | 1 | $12.2M |
| Pension and profit sharing plans | 25 | $49.5M |
| Individuals (other than high net worth individuals) | 90 | $34.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 23, 2026 | Clients | 463 | 471 | increased by8 |
| Aug 23, 2026 | AUM | $981,937,547 | $1,001,790,266 | increased by$19,852,719 |
| Aug 23, 2026 | Accounts | 1,609 | 1,704 | increased by95 |
| Apr 1, 2026 | Clients | 439 | 463 | increased by24 |
| Apr 1, 2026 | AUM | $864,222,900 | $981,937,547 | increased by$117,714,647 |
| Apr 1, 2026 | Accounts | 1,554 | 1,609 | increased by55 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,294 | 439 | decreased by855 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $622,663,921 | $864,222,900 | increased by$241,558,979 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,294 | 1,554 | increased by260 |
| Jul 1, 2022 | Clients | 1,259 | 1,294 | increased by35 |
| Jul 1, 2022 | AUM | $658,627,522 | $622,663,921 | decreased by$35,963,601 |
| Jul 1, 2022 | Accounts | 1,259 | 1,294 | increased by35 |
| Apr 1, 2022 | Clients | 1,149 | 1,259 | increased by110 |
| Apr 1, 2022 | AUM | $571,972,775 | $658,627,522 | increased by$86,654,747 |
| Apr 1, 2022 | Accounts | 1,150 | 1,259 | increased by109 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OLIVER LUXXE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OLIVER LUXXE” may also match similarly-named firms). Confirm identity against each filing.
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.