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| Oxler Private Wealth LLC
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|---|---|
| CRD # | 309684 |
| SEC # | 801-119258 |
| CIK # | 0001846002 |
| AUM | 578.1 M (2026-03-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-785-2860 |
| Address | 800 Westchester Ave Rye Brook, NY 10573 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001846002 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Northrop Grumman Corp /DE/ | 4.8 | ||
| Visa Inc | 4.7 | ||
| Thermo Fisher Scientific Inc | 4.3 | ||
| Oneok Inc /New/ | 4.2 | ||
| AbbVie Inc | 3.8 | ||
| Costco Wholesale Corp /NEW | 3.6 | ||
| Amgen Inc | 3.1 | ||
| Palo Alto Networks Inc | 2.4 | ||
| Arista Networks Inc | 2.3 | ||
| Johnson & Johnson | 2.0 | ||
| McDonalds Corp | 2.0 | ||
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| 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) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RTW Financial Advisors Inc
✚
|
TX | 581.0 M |
|
Keystone Global Partners LLC
✚
|
CO | 580.5 M |
|
Dempsey Lord Smith LLC
✚
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GA | 580.5 M |
|
Harvey Capital Management Inc
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|
FL | 579.4 M |
|
EPG Wealth Management LLC
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GA | 579.1 M |
|
Mattern Wealth Management LLC
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|
KS | 579.0 M |
|
Twele Capital Management Inc
✚
|
MN | 578.5 M |
|
Sanders Morris LLC
✚
|
TX | 576.1 M |
|
Gross & Hartman Investments LLC
✚
|
PA | 576.0 M |
|
Bulletproof Capital LLC
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|
IL | 575.8 M |