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Oxler Private Wealth LLC

● SEC registered since 2020CRD 309684SEC# 801-119258Rye Brook, NY
Export (members)
Reg. AUM
$539.6M
Employees
4
Accounts
289
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 $539.6 million in regulatory assets under management and employs 4 people.
www.oxlerpw.comView on SEC.gov ↗

Oxler Private Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Jessica Michelle Demler ControlPrincipal50-75%2020
Masahiro Alberto Yamazaki ControlPrincipal, Chief Compliance Officer50-75%2020

Frequently asked questions

How much does Oxler Private Wealth LLC manage?

Oxler Private Wealth LLC reports $539.6 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

Address800 Westchester Ave, Suite 641n, Rye Brook, NY 10573
Phone212-785-2860
Fax212-785-2865
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1846002
Discloses disciplinary historyNo

Assets under management

Discretionary$536.2M
Non-discretionary$3.4M
Total (RAUM)$539.6M