OXLER PRIVATE WEALTH

800 Westchester Ave
Suite 641n
Rye Brook, New York 10573
Tel: 212-785-2860

About OXLER PRIVATE WEALTH

OXLER PRIVATE WEALTH, formally registered with the SEC as OXLER PRIVATE WEALTH. The firm was established in 08/10/2020. They have over 3 offices throughout the country.

OXLER PRIVATE WEALTH is a Rye Brook, New York based Financial Planning firm with nearly $440,752,337 assets under management, offering retirement planning & investment advisory services to 258 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309684
SEC#	801-119258
Assets Managed by Firm	$440,752,337
No. of Clients	258
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (ASSET ALLOCATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	258	$440,752,337
Individuals (other than high net worth individuals)	55	$18,457,994
High net worth individuals	45	$390,602,226
Pension and profit sharing plans	7	$7,831,203
Charitable organizations	4	$4,330,623
Corporations or other businesses	1	$2,110

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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