RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DEMLER, JESSICAIPRINCIPALD Control
DEMLER, JESSICAIPRINCIPALD Control
DEMLER, JESSICAIPRINCIPALD Control
DEMLER, JESSICA, MICHELLEIPRINCIPALD Control
DEMLER, JESSICA, MICHELLEIPRINCIPALD Control
DEMLER, JESSICA, MICHELLEIPRINCIPALD Control
DEMLER, JESSICA, MICHELLEIPRINCIPALD Control
DEMLER, JESSICA, MICHELLEIPRINCIPALD Control
DEMLER, JESSICA, MICHELLEIPRINCIPALD Control
DEMLER, JESSICA, MICHELLEIPRINCIPALD Control
DEMLER, JESSICA, MICHELLEIPRINCIPALD Control
YAMAZAKI, MASAHIRO, ALBERTOIPRINCIPAL, CHIEF COMPLIANCE OFFICERD Control
YAMAZAKI, MASAHIRO, ALBERTOIPRINCIPAL, CHIEF COMPLIANCE OFFICERD Control
YAMAZAKI, MASAHIRO, ALBERTOIPRINCIPAL, CHIEF COMPLIANCE OFFICERD Control
YAMAZAKI, MASAHIRO, ALBERTOIPRINCIPAL, CHIEF COMPLIANCE OFFICERD Control
YAMAZAKI, MASAHIRO, ALBERTOIPRINCIPAL, CHIEF COMPLIANCE OFFICERD Control
YAMAZAKI, MASAHIRO, ALBERTOIPRINCIPAL, CHIEF COMPLIANCE OFFICERD Control
YAMAZAKI, MASAHIRO, ALBERTOIPRINCIPAL, CHIEF COMPLIANCE OFFICERD Control
YAMAZAKI, MASAHIRO, ALBERTOIPRINCIPAL, CHIEF COMPLIANCE OFFICERD Control
YAMAZAKI, MASAHIRO, ALBERTOIPRINCIPAL, CHIEF COMPLIANCE OFFICERD Control
YAMAZAKI, MASAHIRO, ALBERTOIPRINCIPAL, CHIEF COMPLIANCE OFFICERD Control
YAMAZAKI, MASAHIRO, ALBERTOIPRINCIPAL, CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (10)

CA CT FL IL LA NH NV NY TX VA

Address

800 WESTCHESTER AVE
SUITE 641N
RYE BROOK, NY 10573
United States
Phone: 212-785-2860