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Stephen Wood Martin

Managing Member, Wealth Planning AdvisorOasis Wealth Planning Advisors, LLCCRD 2955244

About Stephen Wood Martin

Stephen Wood Martin is listed as Managing Member, Wealth Planning Advisor at Oasis Wealth Planning Advisors, LLC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Oasis Wealth Planning Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stephen Wood Martin work?

Stephen Wood Martin is listed as Managing Member, Wealth Planning Advisor at Oasis Wealth Planning Advisors, LLC on SEC Form ADV.

How much of Oasis Wealth Planning Advisors, LLC does Stephen Wood Martin own?

Form ADV reports a beneficial ownership band of 50-75%.

Oasis Wealth Planning Advisors, LLC

TitleManaging Member, Wealth Planning Advisor
Ownership50-75%
Control personYes
Since2016
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