Dakota
Dakota
Book a Demo
Talk to an Expert

Oxler Private Wealth

EST. AUM
$578,121,679

CONTACTS
4

CLIENT ACCOUNTS
291

Firm Details

Metro area New York City
CRD Number 309684
Website oxlerpw.com
Client types

Overview

Oxler Private Wealth LLC (“OPW”) is an independent, fiduciary Registered Investment Adviser (RIA) headquartered in Rye Brook, New York, with an additional office in Manhattan. The firm provides comprehensive wealth management and financial planning services tailored to individuals and families, with a particular focus on women and multigenerational clients. OPW emphasizes a personalized, relationship-based approach grounded in fiduciary care and long-term financial stewardship.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy