OASIS WEALTH PLANNING ADVISORS
other names
- OASIS WEALTH PLANNING ADVISORS
- OASIS WEALTH PLANNING ADVISORS, LLC
Adviser Profile
| Registration status | Registration Changed to OASIS WEALTH PLANNING ADVISORS, LLC |
| As of Date | 07/18/2024 |
| Adviser Type | |
| Number of Employees | 10 |
| of those in investment advisory functions | 5 |
| AUM* | 254,358,828 15% |
| of that, discretionary | 116,444,596 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 310,194 10% |
| % High Net Worth | 71.36% 74% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 615 xxxxxxx |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds