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VAMA OAK WEALTH, LLC
CRD 328023 · SEC 801-129006
196 W ASHLAND ST, DOYLESTOWN, PA, 18901, United States
Phone
215-809-2011
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$91.2M
Discretionary AUM
$91.2M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $32.0M |
| High net worth individuals | 36 | $59.1M |
All web addresses on file
Official SEC filing: View on IAPD