Oliver Luxxe Assets LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gladstone, NJ. Its latest Form ADV filing, dated March 25, 2026, reports $982M in regulatory assets under management, 9 employees, 1 office, and 1,609 accounts.
Assets Under Management
$982M
Employees
9
Offices
1 office
Total Clients
463
Primary office
GLADSTONE, NJ
10 LACKAWANNA AVE, SUITE 9, GLADSTONE, NJ, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.0% of total clients.
Top client categories% of clientsClients
1
HNWI
73.0%
338
2
Individuals
20.3%
94
3
Pension Plans
5.2%
24
4
Corporations
0.6%
3
5
Charitable
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$982Mas of March 25, 2026
Discretionary93.7%
$920M
94% of total RAUM93.7%
Non-discretionary6.3%
$62M
6% of total RAUM6.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$982M
Total Accounts1,609
10Y AUM Change+$632M (+181.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee51:1
10Y Employee Change+3 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.