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OASIS WEALTH PLANNING ADVISORS
OASIS WEALTH PLANNING ADVISORS, LLC
CRD 285474 · SEC 801-130696
AL, United States
Phone
(615) 933-3314
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$275.9M
Discretionary AUM
$257.7M
Team
12 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $27.5M |
| High net worth individuals | 137 | $248.5M |
States served
AL, GA, KY, MA, NC, PA, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD