Oasis Wealth Planning Advisors, LLC
● SEC registered since 2024CRD 285474SEC# 801-130696
Reg. AUM
$275.9M
Employees
12
Accounts
709
Location
—
Oasis Wealth Planning Advisors, LLC assets under management
Oasis Wealth Planning Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $275.9 million in regulatory assets under management and employs 12 people.
Oasis Wealth Planning Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Curtis Ellms Control | Chief Compliance Officer, Trading Specialist, Wealth Advisor | Under 5% | 2026 |
| Melner Robert Bond Control | Managing Member | 25-50% | 2023 |
| Stephen Wood Martin Control | Managing Member, Wealth Planning Advisor | 50-75% | 2016 |
Frequently asked questions
How much does Oasis Wealth Planning Advisors, LLC manage?
Oasis Wealth Planning Advisors, LLC reports $275.9 million in regulatory assets under management on its Form ADV.
How many employees does Oasis Wealth Planning Advisors, LLC have?
Oasis Wealth Planning Advisors, LLC reports 12 employees.
Does Oasis Wealth Planning Advisors, LLC disclose fund performance?
Oasis Wealth Planning Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (615) 933-3314 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$275.9M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$275.9Mregulatory AUM
Discretionary $257.7MNon-discretionary $18.2M