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OXLER PRIVATE WEALTH

RYE BROOK, NY · CRD 309684 · IAPD ↗ · oxlerpw.com · 212-785-2860

$578.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — OXLER PRIVATE WEALTH now reports custody of client assets ($392.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
April 2025 — OXLER PRIVATE WEALTH added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — OXLER PRIVATE WEALTH crossed $500M in regulatory AUM ($440.8M -> $539.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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