OXLER PRIVATE WEALTH
Firm details
- Headquarters
- RYE BROOK, New York
- CRD number
- 309684
- Registered since
- August 10, 2020
- Website
- www.oxlerpw.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI87.08%
- Individuals5.72%
- Other5.11%
- Pension & Profit Sharing Plans1.31%
- Charitable Organizations0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Oxler Private Wealth is an independent registered investment adviser formed as an LLC and operating since 2020. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines a percentage-of-AUM charge with hourly fees. Oxler does not position itself as an ESG-focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds36%
- Exchange Traded Equities32%
- US Government Bonds30%
- State & Local Bonds2%
Contacts
3 of 4JESSICA DEMLER
PrincipalCRD 7265023
MASAHIRO YAMAZAKI
PrincipalCRD 2526772
MARTHA RAGHUNAUTH
Director of Client Services & OperationsCRD 2384590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$169M in ETFs
92%
$154M
1%
$14.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $45.8M | 79,310 | 27.16% |
Location
RYE BROOK, NY
WESTCHESTER
Location
RYE BROOK, NY
Headquartered in RYE BROOK, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- WESTCHESTER
- Address
- 800 Westchester Ave
- Time zone
- ET (UTC-5)
- Office locations
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