Oxler Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$536,496,226
Clients
111
Advisors
4
across 2 offices
About
Oxler Private Wealth is an SEC-registered, team-based adviser serving individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations and corporate clients; the firm reports managing roughly $578 million for about 111 clients with four advisors and operates across five offices. Its service offering includes discretionary and non-discretionary portfolio management, financial planning, pension consulting, selection and oversight of independent third‑party managers and recommendations of insurance and alternative investments.
The firm tailors portfolios to clients’ stated objectives and risk tolerances and employs a mix of analytical approaches — including fundamental, technical and charting analysis — with strategies that range from long- and short-term trading to options, derivatives and, where appropriate, digital assets. Oxler also engages Turn-Key Asset Management Programs (TAMPs) and independent managers for portions of client portfolios and conducts ongoing monitoring and periodic reviews of those managers alongside its own advisory oversight.
Notable differences from many peers include maintaining five or more offices and disclosing the use of endorsements and client testimonials in its advertising. Oxler also recommends specific cash-management products (such as the Stone Castle offering, for which it may receive compensation) and routinely directs custody and brokerage to Pershing via an institutional platform — operational arrangements and compensation relationships the firm discloses and that can create conflicts of interest distinct from many similarly sized team firms.
Client services
Expertise
Fee options
Flat fees may be charged for pension consulting services and financial planning services; fees negotiated and disclosed in agreements.
0.50% - 1.50% annually (negotiable, possibly legacy schedules may differ)
Hourly charges for financial planning and consulting services may apply but specific rates not stated.
Fee-only: Asset-based fees for portfolio management services ranging from 0.50% to 1.50% annually; pension consulting fees are asset-based or flat fees, negotiated case-by-case; financial planning fees not prepaid more than $1,200 six months in advance, may be offset if portfolio management implemented.
Main office
See office800 Westchester Ave, Suite 641 N
Rye Brook NY 10573
Advisors at this office
1
Offices (2)
Most active in
California · Connecticut · Florida · Illinois · Louisiana · Nevada · New Hampshire · New York · Texas · Virginia
Also doing business as
Oxler Private Wealth · Oxler Private Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jonathan N
Series 63, Series 65
Miami Beach, FL
Oxler Private Wealth
Jonathan Nadler is a financial advisor at Oxler Private Wealth with 49 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co for 32 years before joining Oxler Private Wealth in 2020. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and consulting services. The firm manages approximately $540 million in assets and employs a tailored investment approach that includes discretionary and non-discretionary arrangements, utilizing independent managers and a broad range of investment options.
Jessica D
CFP®, Series 65
Miami Beach, FL
Oxler Private Wealth
Jessica Demler is a CFP® and holds a Series 65 license with five years of industry experience. She has been with Oxler Private Wealth since 2020 and previously worked at Glenn Carpet, LLC. Outside of financial advising, she has been affiliated with Bryant University since 2019. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients by providing portfolio management, financial planning, and pension consulting. The firm manages approximately $540 million in assets and utilizes independent managers and third-party platforms across a diverse range of investment types.
Masahiro Y
Series 66
Miami Beach, FL
Oxler Private Wealth
Masahiro Yamazaki is a financial advisor at Oxler Private Wealth with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Oppenheimer & Co Inc. since 2014 before joining Oxler Private Wealth in 2020. Oxler Private Wealth is an SEC-registered, team-based adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm manages approximately $578 million across five offices, offering a range of portfolio management and financial planning services that utilize fundamental, technical, and charting analysis along with a variety of investment strategies.
Martha R
Series 63, Series 66
Rye Brook, NY
Oxler Private Wealth
Martha Raghunauth is a financial advisor at Oxler Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. Inc. from 2016 to 2020 before joining Oxler Private Wealth in 2020. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, pension consulting, and fee-based insurance product referrals. The firm manages approximately $540 million in assets and employs a tailored investment approach that includes discretionary and non-discretionary arrangements, utilizing independent managers and a broad range of asset classes.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)