# Wexler Enterprises

> Wexler Enterprises is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 310728
- Filed as: WEXLER ENTERPRISES
- Legal name: Wexler Enterprises, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310728
- AdvisorCensus page: https://advisorcensus.com/firm/wexler-enterprises-310728

## Quick answers

**How is Wexler Enterprises compensated?**
On its Form ADV (Item 5.E, October 2026), Wexler Enterprises reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); commissions; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wexler Enterprises registered with the SEC or a state?**
Wexler Enterprises is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 310728.

**How much does Wexler Enterprises manage?**
Wexler Enterprises reports $0 in regulatory assets under management in its Form ADV filing dated August 11, 2026.

**Does Wexler Enterprises report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310728

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310728

### Websites listed on Form ADV (Item 1.I)
- wexler.co

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wexler Enterprises (CRD 310728): Form ADV filing data as of October 2026.