$578.1M Total AUM
$574.9M Disc. AUM
14.6% 3Y CAGR
4 Employees
151 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Focus glacierCrest +more
- Established Date
- 08-10-2020
- Office Locations
- 1
Office Locations
3 Columbus Circle 15th Floor NEW York NY
About Oxler Private Wealth
Oxler Private Wealth is an independent RIA focused on women and families, providing financial planning and investment management with support on tax and estate planning. The firm emphasizes transparent, plain-language guidance and high-touch responsiveness, backed by a multigenerational team with 77 years of collective experience and relationships going back 45 years. Custody includes Pershing.
Team overview
-- AVG AGE
$192.7M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
5.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
See the complete signal summary connected to catalyst focus.
Request access to benchmark trends tied to crest.
Unlock to compare peer behavior around vector radial.
Full visibility includes strategy notes for vector insight optima.
Upgrade to reveal position-level detail across crest harbor.
Request access to benchmark trends tied to pioneer pathway.
See the complete signal summary connected to ember legacy.
Upgrade to reveal position-level detail across alpha prime.
Asset Classes
Matrix Atlas frontier Optima Meridian Pioneer Zenith north Unison Bridge
Client Personas
Frontier Oak unison
Custodian
Vertex Zenith Vital Legacy radial Unison Glacier horizon Focus Pioneer Vector optima Pathway Timber Optima Horizon
Investment Themes
Pathway Oak peak Focus glacier Vertex
Investment Vehicles
Unison
Services
Momentum beacon Fusion Meridian Frontier focus Quantum Catalyst meridian Pathway capital Vertex value Focus
Technology
Meridian Frontier Oak Glacier
Owner & Executives
J
JESSICA MICHELLE DEMLER
PRINCIPAL
- CRD
- #7265023
- Ownership
- 50% but less than 75%
(636) 638-3590
insight.atlas@radialcapital.com
in linkedin.com/in/optima-foundation
M
MASAHIRO ALBERTO YAMAZAKI
Chief Compliance Officer, PRINCIPAL
- CRD
- #2526772
- Ownership
- 50% but less than 75%
(673) 697-4949
vital.signal@vectorcapital.com
in linkedin.com/in/glacier-delta
Showing 2 of 2 owners & executives
Unlock allContacts
J
JONATHAN MARC NADLER
--
- CRD
- #820448
(606) 588-7751
oak.harbor@valuecapital.com
in linkedin.com/in/alpha-summit
M
MARTHA L RAGHUNAUTH
Director of Client Services
- CRD
- #2384590
(389) 476-9089
foundation.bridge@pioneercapital.com
in linkedin.com/in/prime-radial
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $574,852,480 | $2,009,974 |
| Non-Discretionary | $3,269,199 | $653,840 |
| Total | $578,121,679 | $1,986,672 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $578,121,679
Public Funds:
14.7% Equity - Exchange:
23.9% U.S. Government/Agency:
27.3% Municipal Bonds:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $120,459,878 | 14.7% |
| Equity - Exchange | $195,849,734 | 23.9% |
| U.S. Government/Agency | $223,711,202 | 27.3% |
| Municipal Bonds | $279,434,140 | 34.1% |
| Total | $819,454,954 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON HARBOR | VECTOR SIGNAL | KVYGINUH2 | PNO | 1.93% | $38,551,275 |
| PEAK PATHWAY | CATALYST CATALYST | VULMKIKUB | VIP | 10.74% | $116,569,335 |
| INSIGHT QUANTUM | ATLAS VITAL | 5P4CVJVXR | SJV | 10.07% | $32,597,592 |
| ZENITH DELTA PATHWAY | QUANTUM RIDGE | MERHJ3V0Y | VFTLP | 3.95% | $102,363,500 |
| FOCUS CAPITAL MOMENTUM | HARBOR ZENITH | DRJQHCZOF | FOZTD | 6.00% | $91,591,456 |
| HORIZON RADIAL SUMMIT | VITAL GLACIER | E03HW57RG | AOTU | 8.67% | $100,475,615 |
| FOUNDATION PATHWAY WAVE | FRONTIER PATHWAY | PQ04DEHEI | MPHGT | 7.37% | $13,925,774 |
| CREST RADIAL | BRIDGE RIDGE | F4U43FN9L | MVTE | 2.66% | $107,335,258 |