{
  "crd_number": 309684,
  "slug": "oxler-private-wealth-rye-brook-ny-309684",
  "primary_business_name": "OXLER PRIVATE WEALTH",
  "legal_name": "OXLER PRIVATE WEALTH LLC",
  "dbas": [],
  "city": "Rye Brook",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-08-10",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 578121679.0,
  "raum_discretionary": 574852480.0,
  "raum_non_discretionary": 3269199.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 29567092.0,
      "count": 29,
      "description": "IRREVOCABLE TRUSTS"
    },
    "charitable": {
      "raum": 4478737.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 33074566.0,
      "count": 65
    },
    "pension_profit_sharing": {
      "raum": 7578897.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 503421660.0,
      "count": 46
    },
    "corporations_other_businesses": {
      "raum": 727.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "IL",
    "LA",
    "NH",
    "NV",
    "NY",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/OxlerPW",
    "https://indyfin.com/financial-advisor/new-york/rye-brook/masa-yamazaki-2526772?gid=1",
    "https://instagram.com/oxlerpw",
    "https://linkedin.com/company/oxlerpw",
    "https://oxlerpw.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309684",
  "city_as_filed": "RYE BROOK",
  "url": "https://advisorcensus.com/firm/oxler-private-wealth-rye-brook-ny-309684",
  "display_name": "Oxler Private Wealth",
  "summary": "Oxler Private Wealth is an SEC-registered investment advisory firm in Rye Brook, NY, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Oxler Private Wealth (CRD 309684): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Oxler Private Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oxler Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Oxler Private Wealth located?",
      "a": "Oxler Private Wealth's principal office is in Rye Brook, NY, according to its Form ADV."
    },
    {
      "q": "Is Oxler Private Wealth registered with the SEC or a state?",
      "a": "Oxler Private Wealth is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309684."
    },
    {
      "q": "How much does Oxler Private Wealth manage?",
      "a": "Oxler Private Wealth reports $578,121,679 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (99% discretionary)."
    },
    {
      "q": "How have Oxler Private Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Oxler Private Wealth: Regulatory assets under management: $416,750,372 in the October 2021 data and $578,121,679 in the October 2026 data, up 39%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Oxler Private Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (46); other (29)."
    },
    {
      "q": "Which custodians does Oxler Private Wealth use?",
      "a": "Oxler Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Oxler Private Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309684"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 416750372.0,
      "total_employees": 4,
      "filing_date": "2021-07-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 458420262.0,
      "total_employees": 4,
      "filing_date": "2022-03-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 388056717.0,
      "total_employees": 4,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 440752337.0,
      "total_employees": 4,
      "filing_date": "2024-03-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 539575488.0,
      "total_employees": 4,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 578121679.0,
      "total_employees": 4,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/oxler-private-wealth-rye-brook-ny-309684.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 65,
      "fewer_than_5": false,
      "raum": 33074566.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 46,
      "fewer_than_5": false,
      "raum": 503421660.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 7578897.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 4478737.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 727.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 29,
      "fewer_than_5": false,
      "raum": 29567092.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309684",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}