Oliver Luxxe Assets LLC
Gladstone, NJ·SEC-registered · CRD #169588
Oliver Luxxe Assets LLC is an SEC-registered investment advisory firm in Gladstone, NJ managing $982M across 1.8k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$982M
Client accounts
1.8k
Advisory staff
6
Fee model
Fee-based
How Oliver Luxxe Assets LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Oliver Luxxe Assets LLC
How much does Oliver Luxxe Assets LLC manage?
Per its most recent SEC Form ADV filing (03/25/2026), Oliver Luxxe Assets LLC reports $982M in regulatory assets under management across roughly 1.8k client accounts.
How does Oliver Luxxe Assets LLC charge?
Oliver Luxxe Assets LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Oliver Luxxe Assets LLC a fiduciary?
Yes. Oliver Luxxe Assets LLC is registered with the U.S. Securities and Exchange Commission (CRD #169588), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Oliver Luxxe Assets LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Oliver Luxxe Assets LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Oliver Luxxe Assets LLC's public SEC Form ADV filing (CRD #169588, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Oliver Luxxe Assets LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Oliver Luxxe Assets LLC? Claim this profile.