# Oxler Private Wealth

> 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.

- CRD: 309684
- Filed as: OXLER PRIVATE WEALTH
- Legal name: Oxler Private Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rye Brook, NY
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309684
- AdvisorCensus page: https://advisorcensus.com/firm/oxler-private-wealth-rye-brook-ny-309684

## Quick answers

**How is Oxler Private Wealth compensated?**
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.

**Where is Oxler Private Wealth located?**
Oxler Private Wealth's principal office is in Rye Brook, NY, according to its Form ADV.

**Is Oxler Private Wealth registered with the SEC or a state?**
Oxler Private Wealth is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309684.

**How much does Oxler Private Wealth manage?**
Oxler Private Wealth reports $578,121,679 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (99% discretionary).

**How have Oxler Private Wealth's assets and staff changed since 2021?**
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.

**What types of clients does Oxler Private Wealth serve?**
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).

**Which custodians does Oxler Private Wealth use?**
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.

**Does Oxler Private Wealth report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $578,121,679
- Discretionary: $574,852,480
- Non-discretionary: $3,269,199

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $33,074,566 |
| High net worth individuals | 46 | $503,421,660 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $7,578,897 |
| Charitable organizations | 3 | $4,478,737 |
| Corporations or other businesses not listed above | 1 | $727 |
| Other | 29 | $29,567,092 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, IL, LA, NH, NV, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- indyfin.com/financial-advisor/new-york/rye-brook/masa-yamazaki-2526772
- oxlerpw.com
- Facebook @OxlerPW
- Instagram @oxlerpw
- LinkedIn @oxlerpw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $416,750,372 | 4 | July 13, 2021 |
| October 2022 | $458,420,262 | 4 | March 14, 2022 |
| October 2023 | $388,056,717 | 4 | March 27, 2023 |
| October 2024 | $440,752,337 | 4 | March 13, 2024 |
| October 2025 | $539,575,488 | 4 | March 27, 2025 |
| October 2026 | $578,121,679 | 4 | March 16, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oxler Private Wealth (CRD 309684): Form ADV filing data as of October 2026.