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 organized as an LLC. The firm is registered with the SEC (registration year 2020) and is owned by an individual. Its client base spans individuals and families as well as institutional clients. Advisory services emphasized on the ADV include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements combine a percentage of assets under management with the option of hourly billing. The firm does not identify itself as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$197M in ETFs
92%
$180M
1%
$16.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $56.4M | 76,235 | 28.68% |
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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