WEXLER FINANCIAL GROUP

WEXLER FINANCIAL GROUP is an SEC-registered investment adviser (CRD 310728).

Registration

• CRD: 310728
• Type: Registered investment adviser
• Phone: 508-399-1461
• Latest filing: 2026-01-03
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Commissions, Subscription.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310728 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search