# Oxler Private Wealth

Oxler Private Wealth is a Bank / Wealth / Trust based in Rye Brook, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Rye Brook, United States
- **Region:** North America
- **Address:** 800 Westchester Ave, Suite 641N, Rye Brook, NY 10573
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** oxlerpw.com
- **LinkedIn:** https://www.linkedin.com/company/oxlerpw

## Regulatory record

- **CRD number:** 309684
- **SEC file number:** 801-119258
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309684

## About

Oxler Private Wealth was founded in 2020 by a three-person family team: Jonathan Nadler, his son-in-law Masahiro Yamazaki, and his daughter Jessica Demler. The firm was built from the advisory relationships Nadler developed over a 45-year career that began at White Weld & Co. and included senior portfolio-management roles at E.F. Hutton and Oppenheimer & Co. Yamazaki brought two decades of experience in investment banking and wealth management from Goldman Sachs, CIBC Oppenheimer, and Oppenheimer & Co., while Demler transitioned from creative-director roles at high-end textile firms into financial planning. Together they serve high-net-worth individuals, families, corporations, and charitable organizations from offices in Rye Brook and Manhattan. The firm advises on asset allocation and constructs customized portfolios that draw on a broad set of public and private market exposures, though details on specific asset-class weightings or investment vehicles are not publicly disclosed. Its planning work covers retirement-income modeling, deferred-compensation analysis, estate-planning coordination, business-exit preparation, and post-divorce financial structuring. The practice is built around a high-touch service model in which principals sit on the same side of the table as clients, integrating closely with external tax attorneys, estate planners, and investment bankers. Geographic coverage concentrates on the New York metropolitan area, where all principals and the director of client service are based. Oxler remains a compact practice with four named professionals: Yamazaki, Demler, Nadler, and Director of Client Service Linda Raghunauth. Raghunauth previously held registered-associate and client-service roles at Oppenheimer & Co., Morgan Stanley, and Bear Stearns. The team reports 77 years of collective experience and relationships dating back 45 years. There are no publicly documented adjacent vehicles, philanthropic foundations, or club memberships tied to the firm. What structurally differentiates Oxler is the family-operating relationship underpinning every advisory decision. Nadler, Yamazaki, and Demler are bound both as fiduciaries and as family members, with the explicit goal of guiding second- and third-generation clients through the same kind of intergenerational transitions their own family navigates. This architecture makes succession and continuity of advice a personal matter rather than a corporate initiative.

## Offices

- 3 Columbus Circle, 15th Floor, New York, NY 10019

## People

- Masahiro Yamazaki — Customized Wealth and Portfolio Management
- Jessica Michelle Demler — Relationship Development and Financial Planning
- Jonathan Marc Nadler — Customized Portfolio Management
- Linda Raghunauth — Director of Client Service

## Questions

### Who runs investment decisions at Oxler Private Wealth?

Portfolio management is shared between Jonathan Nadler and Masahiro Yamazaki. Nadler, a portfolio manager for over four decades, oversees custom portfolios informed by macroeconomic analysis. Yamazaki manages client portfolios and asset allocations while guiding financial- and estate-planning strategies.

### How does Oxler structure its advisory relationships?

Oxler operates as a registered investment adviser providing transparent, fee-based advice. The firm states it does not earn commissions on product sales. Principals say they aim to sit on the same side of the table as clients, integrating with the client's existing tax, legal, and estate-planning professionals.

### How is Oxler related to Oppenheimer & Co.?

Two of Oxler's three founding principals previously worked at Oppenheimer & Co. Jonathan Nadler spent 32 years there as managing director and senior portfolio manager before leaving to co-found Oxler. Masahiro Yamazaki served as Senior Director of the Private Client Division. Oxler operates as an entirely independent entity with no disclosed ongoing relationship to Oppenheimer.

## Related profiles

- [Oxinas Partners](https://altss.com/profile/oxinas-partners-wealth-management)
- [Oxley Capital Management](https://altss.com/profile/oxley-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/oxler-private-wealth

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