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| Happy Holidays!! thanks for using AUM13F!! |
| Oxler Private Wealth LLC
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| CRD # | 309684 |
| SEC # | 801-119258 |
| CIK # | 0001846002 |
| AUM | $539.6 M (2025-03-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 212-785-2860 |
| Address | 800 Westchester Ave Rye Brook, NY 10573 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 31.3 | ||
| Amazon Com Inc | 20.3 | ||
| Facebook Inc | 18.3 | ||
| Microsoft Corp | 15.6 | ||
| Nvidia Corp | 12.9 | ||
| Apple Inc | 8.4 | ||
| SPDR Gold Trust | 7.1 | ||
| Alphabet Inc | 7.1 | ||
| Alphabet Inc | 6.6 | ||
| VISA Inc | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 27.7 |
| (b) Individuals (high net worth individuals) | 47 | 470.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 10.4 |
| (h) Charitable organizations | 3 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 33 | 26.7 |
| Total | 289 | 539.6 |
| By Discretionary | ||
| Discretionary | 284 | 536.2 |
| Non-Discretionary | 5 | 3.4 |
| Total | 289 | 539.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 539.6 | |
| Total | 289 | 539.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846002] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Navis Wealth Advisors LLC
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|
NY | 0.5 |
|
GSB Wealth Management LLC
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|
CT | 0.5 |
|
Hubbell Strickland Wealth Management LLC
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LA | 0.5 |
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Carlton Hofferkamp and Jenks Wealth Management LLC
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TX | 0.5 |
|
Wedgewood Partners Inc
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MO | 0.5 |
|
Chapin Davis Inc
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|
MD | 0.5 |
|
Cambridge Financial Group LLC
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|
AZ | 0.5 |
|
Maximai Investment Partners LLC
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|
FL | 0.5 |
|
Kitching Partners LLC
✚
|
PA | 0.5 |
|
Hudson Capital Management LLC
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|
NJ | 0.5 |