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OATH PLANNING, LLC
CRD 299187 · SEC 801-128168
1214 EAST 33RD STREET, TULSA, OK, 74105, United States
Phone
888-534-4330
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$284.7M
Discretionary AUM
$284.7M
Team
8 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 444 | $161.6M |
| High net worth individuals | 58 | $123.1M |
States served
AZ, AR, CA, CO, IL, IN, IA, KS, KY, ME, MI, MS, NE, NY, NC, OH, OK, PA, SC, TN, UT, VA, WI, MO, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD