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| Oxler Private Wealth LLC
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| |
|---|---|
| CRD # | 309684 |
| SEC # | 801-119258 |
| CIK # | 0001846002 |
| AUM | $440.8 MM (2024-03-13) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 212-785-2860 |
| Address | 800 Westchester Ave Rye Brook, NY 10573 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001846002 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Amazon Com Inc | 1,092,997.8 | 18.6 | |
| iShares Bitcoin Trust | 15.9 | ||
| Microsoft Corp | 1,918,222.4 | 14.1 | |
| Facebook Inc | 434,852.0 | 13.3 | |
| Nvidia Corp | 399,550.0 | 10.0 | |
| Apple Inc | 2,382,844.0 | 8.9 | |
| Alphabet Inc | 1,475,138.5 | 7.3 | |
| Alphabet Inc | 1,482,566.4 | 6.9 | |
| Thermo Fisher Scientific Inc | 209,733.6 | 5.5 | |
| Lilly Eli & Co | 301,789.7 | 5.5 | |
| SPDR Gold Trust | 5.3 | ||
| VISA Inc | 419,260.5 | 4.0 | |
| Oneok Inc /New/ | 25,448.2 | 3.8 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 3.2 | |
| Northrop Grumman Corp /DE/ | 72,230.4 | 3.1 | |
| Amgen Inc | 130,083.0 | 2.9 | |
| AbbVie Inc | 269,466.6 | 2.8 | |
| Palo Alto Networks Inc | 49,011.6 | 2.6 | |
| PepsiCo Inc | 226,773.9 | 2.4 | |
| Chipotle Mexican Grill Inc | 36,040.0 | 2.1 | |
| Abbott Laboratories | 187,298.3 | 1.9 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 18.5 |
| (b) Individuals (high net worth individuals) | 45 | 390.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 7.8 |
| (h) Charitable organizations | 4 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 30 | 19.5 |
| Total | 258 | 440.8 |
| By Discretionary | ||
| Discretionary | 253 | 438.0 |
| Non-Discretionary | 5 | 2.8 |
| Total | 258 | 440.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 439.4 | |
| Total | 258 | 440.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001846002] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AF Advisors Inc
✚
|
CA | 0.4 |
|
Pacific Ridge Capital Partners LLC
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|
OR | 0.4 |
|
Keidan Financial Consultants LLC
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OH | 0.4 |
|
Long Run Wealth Advisors LLC
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|
NY | 0.4 |
|
Trinity Financial Partners II LLC
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PA | 0.4 |
|
Cerro Pacific Wealth Advisors LLC
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CA | 0.4 |
|
Consolidated Financial Management Group LLC
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|
OH | 0.4 |
|
Edmonds Duncan Registered Investment Advisors LLC
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|
KS | 0.4 |
|
West Oak Capital LLC
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|
ID | 0.4 |
|
Wellspring Wealth Management LLC
✚
|
GA | 0.4 |