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| Keyboard |
| Oasis Wealth Planning Advisors LLC
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|---|---|
| CRD # | 285474 |
| SEC # | 801-130696 |
| CIK # | |
| AUM | 275.9 M (2026-06-11) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 615-933-3314 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 27.5 |
| (b) Individuals (high net worth individuals) | 137 | 248.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 709 | 275.9 |
| By Discretionary | ||
| Discretionary | 662 | 257.7 |
| Non-Discretionary | 47 | 18.2 |
| Total | 709 | 275.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.9 | |
| Total | 709 | 275.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Walleye Partners LLC
✚
|
WI | 276.7 M |
|
GS Investments Inc
✚
|
MN | 276.6 M |
|
Westbourne Investments Inc
✚
|
VA | 276.4 M |
|
Centerpoint Advisory Group LLC
✚
|
KS | 276.3 M |
|
NorthStar Financial Planning LLC
✚
|
NH | 275.8 M |
|
Intrack Investment Management Inc
✚
|
VT | 275.7 M |
|
Challenger Wealth Management
✚
|
CA | 275.5 M |
|
Spectrum Strategic Capital Management LLC
✚
|
OR | 275.4 M |
|
4wealth Advisors Inc
✚
|
IL | 275.3 M |
|
KAI Wealth LLC
✚
|
IL | 275.2 M |