Data / Investment advisers / New York / Oxler Private Wealth
Oxler Private Wealth, Rye Brook, NY: $578 million AUM, SEC registered investment adviser
Oxler Private Wealth is an SEC registered investment adviser with its main office in Rye Brook, New York and reports $578 million in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 309684
- SEC file number
- 801-119258
- SEC status
- Approved, effective August 10, 2020
- Legal name
- Oxler Private Wealth LLC
- Main office
- 800 Westchester Ave Suite 641n, Rye Brook, NY 10573
- Phone
- (212) 785-2860
- Website
- oxlerpw.com
- Regulatory AUM
- $578,121,679 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $574,852,480
- Non discretionary AUM
- $3,269,199
- Accounts
- 291
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $503.4 million |
| Individuals (other than high net worth individuals) | 65 | $33.1 million |
| Pension and profit sharing plans | 7 | $7.6 million |
| Charitable organizations | 3 | $4.5 million |
| Corporations or other businesses | 1 | $727 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $578.1 million | March 16, 2026 |
| December 1, 2025 | $539.6 million | March 27, 2025 |
Other advisers in Rye Brook
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Meyer Handelman Company LLC | Rye Brook | $3.24 billion | 1 | adviserinfo.sec.gov |
| Lynrock Lake LP | Rye Brook | $2.89 billion | 1 | adviserinfo.sec.gov |
| Resolution Capital (US) Limited | Rye Brook | $1.98 billion | Not listed | adviserinfo.sec.gov |
| Navis Wealth Advisors LLC | Rye Brook | $902.2 million | Not listed | adviserinfo.sec.gov |
| Cadent Energy Partners | Rye Brook | $643.5 million | 4 | adviserinfo.sec.gov |
| Troob Capital Management LLC | Rye Brook | $537.9 million | 5 | adviserinfo.sec.gov |
| Beacon Financial Advisors | Rye Brook | $228 million | Not listed | adviserinfo.sec.gov |
| Municipal Asset Management Inc | Rye Brook | $112.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Rye Brook, NY
- Investment advisers in New York
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Oxler Private Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.