OASIS WEALTH PLANNING ADVISORS, LLC
Doing business as OASIS WEALTH PLANNING ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$275,944,003
Discretionary
$257,730,484
Non-discretionary
$18,213,519
Firm details
- CRD number
- 285474
- SEC file number
- 801-130696
- Employees
- 12
- SEC status
- Approved
- Website
- https://oasiswealthatlanta.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.