OXLER PRIVATE WEALTH LLC
Legal name: OXLER PRIVATE WEALTH
CRD #309684 SEC #801-119258 RYE BROOK, NY 212-785-2860
SEC Registered
Total AUM
$539.6M
Discretionary
$536.2M
Employees
4
Clients
10
Accounts
289
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $539.6M | $536.2M | $3.4M | 4 | 0 |
| Mar 2024 | $440.8M | $438M | $2.8M | 4 | 0 |
| Mar 2023 | $388.1M | $385.2M | $2.8M | 4 | 0 |
| Oct 2022 | $458.4M | $455.2M | $3.2M | 4 | 0 |
| Mar 2022 | $458.4M | $455.2M | $3.2M | 4 | 0 |
| Jan 2022 | $416.8M | $414.2M | $2.6M | 4 | 0 |
| Jul 2021 | $416.8M | $414.2M | $2.6M | 4 | 0 |
| Mar 2021 | $416.8M | $414.2M | $2.6M | 4 | 0 |
| Dec 2020 | $407.8M | $407M | $799.2K | 4 | 0 |
| Aug 2020 | $0 | $0 | $0 | 4 | 0 |
| Jul 2020 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$539.6M
Discretionary$536.2M
Non-Disc.$3.4M
Employees4
Clients0
DateMar 2024
Total AUM$440.8M
Discretionary$438M
Non-Disc.$2.8M
Employees4
Clients0
DateMar 2023
Total AUM$388.1M
Discretionary$385.2M
Non-Disc.$2.8M
Employees4
Clients0
DateOct 2022
Total AUM$458.4M
Discretionary$455.2M
Non-Disc.$3.2M
Employees4
Clients0
DateMar 2022
Total AUM$458.4M
Discretionary$455.2M
Non-Disc.$3.2M
Employees4
Clients0
DateJan 2022
Total AUM$416.8M
Discretionary$414.2M
Non-Disc.$2.6M
Employees4
Clients0
DateJul 2021
Total AUM$416.8M
Discretionary$414.2M
Non-Disc.$2.6M
Employees4
Clients0
DateMar 2021
Total AUM$416.8M
Discretionary$414.2M
Non-Disc.$2.6M
Employees4
Clients0
DateDec 2020
Total AUM$407.8M
Discretionary$407M
Non-Disc.$799.2K
Employees4
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0