RIA Intel›Advisers›New Jersey›OLIVER LUXXE ASSETS LLC

OLIVER LUXXE ASSETS LLC

Advisory

N·GLADSTONE, NJ

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$982M

1-Year AUM Growth

+13.9%

3-Year CAGR

+6.7%

Employees

6

Assets Under Management

Total AUM$982M

Discretionary AUM$920M

Non-Discretionary AUM$62M

Discretionary %93.7%

Total Clients439

Team

Total Employees6

Investment Advisers9

Employee Growth (1Y)+20.0%

Filing History

Total Filings on Record41

First FilingNov 4, 2013

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 41 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OLIVER LUXXE ASSETS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.