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OXLER PRIVATE WEALTH
Legal name: OXLER PRIVATE WEALTH LLC
CRD 309684File 801-119258
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$578.1M
Above cohort median (national)
Discretionary AUM
$574.9M
Non-discretionary $3.3M
Clients
122
291 accounts
Employees
4
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 10, 2020
- Principal office
- 800 WESTCHESTER AVE, SUITE 641N, RYE BROOK, NY, 10573
- Phone
- 212-785-2860
- Website
- HTTPS://WWW.OXLERPW.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $578.1M
- Discretionary AUM
- $574.9M
- Non-discretionary AUM
- $3.3M
- Discretionary accounts
- 286
- Non-discretionary accounts
- 5
- Total accounts
- 291
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $727 |
| Charitable organizations | Fewer than 5 | $4.5M |
| High net worth individuals | 46 | $503.4M |
| Pension and profit sharing plans | 7 | $7.6M |
| Individuals (other than high net worth individuals) | 65 | $33.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- 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
- Yes
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 151 | 122 |
| 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.