OXLER PRIVATE WEALTH

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	253	$438.0M
Non-Discretionary	5	$2.8M
Total	258	$440.8M

Clients

Type	Number	RAUM
Individuals	55	$18.5M
HNW Individuals	45	$390.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	7	$7.8M
Charitable organizations	<5	$4.3M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$2,110
Other	30	$19.5M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	2
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesASSET ALLOCATION SERVICES
Compensation	% of AUMHourly charges

Identifiers

SEC RIA File Number	801-119258
SEC ERA File Number	801-119258
SEC CIK Numbers	1846002
SEC CRD Numbers	309684
Legal Entity Identifier	None

Principal Office

800 WESTCHESTER AVE
SUITE 641N
RYE BROOK
NY
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic