Oasis Wealth Planning Advisors
Oasis Wealth Planning Advisors is an SEC-registered wealth manager with $275.9M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Oasis Wealth Planning Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285474, SEC 801-130696, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $275.9M (2026-06-11)
- Firm type
- Wealth Manager
- Employees
- 12
- Clients
- 186
- CRD
- 285474
- Ownership
- BOND, MELNER, ROBERT; MARTIN, STEPHEN, WOOD; Ellms, Gregory, Curtis
How much AUM does Oasis Wealth Planning Advisors have?
Oasis Wealth Planning Advisors reported $275.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Oasis Wealth Planning Advisors?
Disclosed owners and executives of Oasis Wealth Planning Advisors include BOND, MELNER, ROBERT, MARTIN, STEPHEN, WOOD, Ellms, Gregory, Curtis. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.