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OASIS ADVISORS
OASIS ADVISORS, LLC
CRD 335555 · SEC 801-132394
136 S 4TH STREET, FOREST CITY, IA, 50436, United States
Phone
641-251-6001
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$277.7M
Discretionary AUM
$277.7M
Team
27 total employees; 22 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4960 | $265.0M |
| High net worth individuals | 27 | $4.6M |
| Pension/profit sharing plans | 1 | $3.7M |
| Corporations/business entities | 63 | $4.3M |
States served
AZ, CA, CO, GA, IL, IA, KS, LA, MN, NE, NV, NM, NC, OK, PA, TN, UT, VA, WI, WY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD