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KAPELA
OASIS WEALTH ADVISORS, LLC
CRD 309601
4040 BROADWAY, SUITE 605, SAN ANTONIO, TX, 78209, United States
Phone
210-504-4563
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.4M
Discretionary AUM
$47.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $12.9M |
| High net worth individuals | 25 | $37.0M |
| Corporations/business entities | 3 | $500K |
All web addresses on file
Official SEC filing: View on IAPD