Oxler Private Wealth LLC
● SEC registered since 2020CRD 309684SEC# 801-119258Rye Brook, NY
Reg. AUM
$578.1M
Employees
4
Accounts
291
Location
Rye Brook, NY
Oxler Private Wealth LLC assets under management
Oxler Private Wealth LLC is an SEC-registered investment adviser based in Rye Brook, NY. The firm has been registered since 2020. It reports $578.1 million in regulatory assets under management and employs 4 people.
Oxler Private Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Michelle Demler Control | Principal | 50-75% | 2020 |
| Masahiro Alberto Yamazaki Control | Principal, Chief Compliance Officer | 50-75% | 2020 |
Frequently asked questions
How much does Oxler Private Wealth LLC manage?
Oxler Private Wealth LLC reports $578.1 million in regulatory assets under management on its Form ADV.
How many employees does Oxler Private Wealth LLC have?
Oxler Private Wealth LLC reports 4 employees.
Where is Oxler Private Wealth LLC located?
Oxler Private Wealth LLC is based in Rye Brook, NY and has been SEC-registered since 2020.
Does Oxler Private Wealth LLC disclose fund performance?
Oxler Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 Westchester Ave, Suite 641n, Rye Brook, NY 10573 |
| Phone | 212-785-2860 |
| Fax | 212-785-2865 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1846002 |
| Discloses disciplinary history | No |
Regulatory AUM
$578.1M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$578.1Mregulatory AUM
Discretionary $574.9MNon-discretionary $3.3M