Oxler Private Wealth LLC

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Oxler Private Wealth LLC
CRD #309684
SEC #801-119258
CIK #0001846002
AUM 578.1 M (2026-03-16)
Employees 4 (75% Investors, 0% Brokers)
Fees
Minimum
Phone212-785-2860
Address800 Westchester Ave
Rye Brook, NY 10573
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
60048036024012002010201520212027
Fees and Compensation — Form ADV Part 2A (3/16/2026) [Brochure]
Item 5 Fees and Compensation
Portfolio Management Services
Our annual fee for portfolio management services is equal to .50% - 1.50% of the market value of your
assets under our management. Assets in each of your account(s) are included in the fee assessment
unless specifically identified in writing for exclusion. A client's legacy fee schedule could be honored
and may be more or less than the Oxler standard fee schedule.

Our annual portfolio management fee is billed and payable, monthly in advance, based on the balance
at end of billing period.

If the portfolio management agreement is executed at any time other than the first day of a
calendar month, our fees will apply on a pro rata basis, which means that the advisory fee is payable in
proportion to the number of days in the month for which you are a client. Our advisory fee is
negotiable, depending on individual client circumstances.

At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts.

We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities. We will deduct our advisory fee only when you have given our firm written authorization
permitting the fees to be paid directly from your account. Further, the qualified custodian will deliver an
account statement to you at least quarterly. These account statements will show all disbursements
from your account. You should review all statements for accuracy.

You may terminate the portfolio management agreement upon Written notice. You will incur a pro rata
charge for services rendered prior to the termination of the portfolio management agreement, which
means you will incur advisory fees only in proportion to the number of days in the month for which you
are a client. If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated
refund of those fees.

Financial Planning and Consulting Services
We will not require prepayment of a fee more than six months in advance and in excess of $1,200.
Additionally, at our discretion, we may offset our financial planning fees to the extent you implement
the financial plan through our Portfolio Management Service.

You may terminate the financial planning agreement upon 30 days' written notice to our firm. If you
have pre-paid financial planning fees that we have not yet earned, you will receive a prorated refund of
those fees. If financial planning fees are payable in arrears, you will be responsible for a prorated fee
based on services performed prior to termination of the financial planning and consulting services
agreement.

Pension Consulting Services
Our advisory fees for these customized services will be negotiated with the plan sponsor or named
fiduciary on a case-by-case basis.

Oxler charges an asset-based fee or a flat fee for its retirement plan investment consulting services.
The fee is negotiated with the plan sponsor and is memorialized in the Advisory Agreement with the
client. Fees are charged monthly in advance based on the market value of the plan assets.

There may be instances in which we manage the participant accounts, under a separate advisory
agreement on a discretionary basis in brokerage accounts. The fees will be documented in the
Advisory Agreement directly with the plan administrator and/or trustee, as applicable.

You may terminate the pension consulting services agreement upon 30 days' written notice to our firm.
You will incur a pro rata charge for services rendered prior to the termination of the agreement, which
means you will incur advisory fees only in proportion to the number of days in the billing period for
which you are a client. If you have pre-paid advisory fees that we have not yet earned, you will receive
a prorated refund of those fees.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds, exchange traded funds or other products and securities that have additional fees and
expenses. The fees that you pay to our firm for investment advisory services are separate and distinct
from these additional fees and expenses. For example, you may pay fees charged by mutual funds or
exchange traded funds (described in each fund's prospectus) to their shareholders. These fees will
generally include a management fee and other fund expenses. You will also incur transaction
charges when purchasing or selling securities. These charges and fees are typically imposed by the
broker-dealer or custodian through whom your account transactions are executed. We do not share in
any portion of the transaction charges imposed by the broker-dealer or custodian. To fully understand
the total cost you will incur, you should review all the fees charged by mutual funds, exchange traded
funds, our firm, and others. For information on our brokerage practices, refer to the Brokerage
Practices section of this brochure. In the event that Oxler recommends the purchase of alternative
investments in the form of Limited Partnerships, the asset-based fee charged would be based on
called capital invested.
Account Minimums and Types of Clients — Form ADV Part 2A (3/16/2026) [Brochure]
Item 7 Types of Clients
We offer investment advisory services to individuals (other than high net worth individuals), high net
worth individuals, pension and profit-sharing plans (but not the plan participants), charitable
organizations and corporations or other businesses not listed above.

In general, we do not require a minimum dollar amount to open and maintain an advisory account;
however, we have the right to terminate your Account if it falls below a minimum size which, in our sole
opinion, is too small to manage effectively.
Sector Form 13F Holdings Value ($M)
iShares Bitcoin Trust 21.3
Amazon Com Inc 19.4
Nvidia Corp 14.6
Facebook Inc 14.2
Microsoft Corp 11.6
Alphabet Inc 11.2
Alphabet Inc 10.7
Apple Inc 10.3
SPDR Gold Trust 10.1
Lilly Eli & Co 5.6
View All
Holdings by Sector ($M)
3502802101407002021202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 65 33.1
(b) Individuals (high net worth individuals) 46 503.4
(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 7 7.6
(h) Charitable organizations 3 4.5
(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 29 29.6
Total 291 578.1
By Discretionary
Discretionary 286 574.9
Non-Discretionary 5 3.3
Total 291 578.1
By Non-United States Persons
Non-United States Persons 1.7
United States Persons 576.5
Total 291 578.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001846002]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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