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OLIVER LUXXE ASSETS LLC

GLADSTONE, NJ · CRD 169588 · IAPD ↗ · oliverluxxe.com · 908-741-4884

$1.00BRegulatory AUM
6Advisory reps
9Employees
0Clients
51-100Planning clients
3Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
September 2026 — OLIVER LUXXE ASSETS LLC crossed $1B in regulatory AUM ($981.9M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
73
November 2024 — OLIVER LUXXE ASSETS LLC now reports 3 private fund(s) ($33.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.