Oxler Private Wealth
SEC RegisteredInvest in Your World
About the firm
Oxler Private Wealth provides financial planning and investment management with a clear, sound, and relatable approach. As a family practice, the firm helps women and families take care of their financial health so they can focus on what matters most to them.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management
Who they serve
Women and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 65 | $33M |
| High Net Worth Individuals | 46 | $503M |
| Charitable Organizations | 7 | $7.6M |
| State/Municipal Entities | 3 | — |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Oxler Private Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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