| Name | Title | Ownership | Since |
|---|---|---|---|
| Melner Robert Bond Control | Managing Member, Chief Compliance Officer | 25-50% | 2023 |
| Stephen Wood Martin Control | Managing Member, Wealth Planning Advisor | 50-75% | 2016 |
Oasis Wealth Planning Advisors, LLC reports $267.8 million in regulatory assets under management on its Form ADV.
Oasis Wealth Planning Advisors, LLC reports 9 employees.
Oasis Wealth Planning Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (615) 933-3314 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $212.7M |
| Non-discretionary | $55.1M |
| Total (RAUM) | $267.8M |