Oxler Private Wealth Llc
- Regulatory AUM
- $578M
- Discretionary
- $575M
- Clients
- 151
- Avg AUM / client
- $3.8M
- Accounts
- 291
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Investments (13F portfolio — 92 positions, $319,421,120)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | UNIT SER 1 | $45,775,865 | 79,310 | 14.3% | 7.92% |
| 2 | Vanguard Index Fds | S&P 500 ETF SHS | $37,750,133 | 63,175 | 11.8% | 6.53% |
| 3 | Ishares Bitcoin Trust Etf | SHS BEN INT | $21,330,400 | 555,190 | 6.68% | 3.69% |
| 4 | Amazon Com Inc | COM | $19,384,522 | 93,074 | 6.07% | 3.35% |
| 5 | Nvidia Corporation | COM | $14,620,865 | 83,835 | 4.58% | 2.53% |
| 6 | Meta Platforms Inc | CL A | $14,208,033 | 24,834 | 4.45% | 2.46% |
| 7 | State Str Spdr S&P 500 Etf T | TR UNIT | $12,009,872 | 18,467 | 3.76% | 2.08% |
| 8 | Microsoft Corp | COM | $11,575,031 | 31,269 | 3.62% | 2.0% |
| 9 | Alphabet Inc | CAP STK CL A | $11,243,446 | 39,099 | 3.52% | 1.94% |
| 10 | Alphabet Inc | CAP STK CL C | $10,690,858 | 37,269 | 3.35% | 1.85% |
| 11 | Apple Inc | COM | $10,272,097 | 40,475 | 3.22% | 1.78% |
| 12 | Spdr Gold Tr | GOLD SHS | $10,059,750 | 23,379 | 3.15% | 1.74% |
| 13 | Vanguard Whitehall Fds | HIGH DIV YLD | $6,104,323 | 41,218 | 1.91% | 1.06% |
| 14 | Eli Lilly & Co | COM | $5,573,222 | 6,059 | 1.74% | 0.96% |
| 15 | Northrop Grumman Corp | COM | $4,832,561 | 7,083 | 1.51% | 0.84% |
| 16 | Visa Inc | COM CL A | $4,666,641 | 15,440 | 1.46% | 0.81% |
| 17 | Thermo Fisher Scientific Inc | COM | $4,337,456 | 8,824 | 1.36% | 0.75% |
| 18 | Oneok Inc New | COM | $4,238,636 | 46,893 | 1.33% | 0.73% |
| 19 | Vanguard Specialized Funds | DIV APP ETF | $4,040,511 | 18,788 | 1.26% | 0.7% |
| 20 | Ishares Tr | SP SMCP600VL ETF | $3,791,982 | 32,013 | 1.19% | 0.66% |
| 21 | Abbvie Inc | COM | $3,765,684 | 17,314 | 1.18% | 0.65% |
| 22 | Costco Wholesale Corporation | COM | $3,584,408 | 3,597 | 1.12% | 0.62% |
| 23 | Amgen Inc | COM | $3,116,463 | 8,857 | 0.98% | 0.54% |
| 24 | Palo Alto Networks Inc | COM | $2,395,181 | 14,940 | 0.75% | 0.41% |
| 25 | Arista Networks Inc | COM SHS | $2,331,838 | 18,992 | 0.73% | 0.4% |
Top 25 of 92 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 65 | $33.1M | 5.72% |
| High net worth individuals | 46 | $503M | 87.1% |
| Pension and profit sharing plans | 7 | $7.6M | 1.31% |
| Charitable organizations | 3 | $4.5M | 0.77% |
| Corporations and other businesses | 1 | $727 | 0.0% |
| Other | 29 | $29.6M | 5.11% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jessica Michelle Demler | Principal | CFP | Jun 2020 (6y) | 50% – 75% |
| Masahiro Alberto Yamazaki | Principal, Chief Compliance Officer | Jun 2020 (6y) | 50% – 75% | |
| Jonathan Marc Nadler | Registered representative | Aug 2020 (6y) | ||
| Martha L Raghunauth | Registered representative | May 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 968 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Pershing $578M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗