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OASIS WEALTH PLANNING ADVISORS
Legal name: OASIS WEALTH PLANNING ADVISORS, LLC
CRD 285474File 801-130696
APPROVED
Retail clients
Disclosure events
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$275.9M
Below cohort median (national)
Discretionary AUM
$257.7M
Non-discretionary $18.2M
Clients
186
709 accounts
Employees
12
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 16, 2024
- Principal office
- Not reported
- Phone
- (615) 933-3314
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $275.9M
- Discretionary AUM
- $257.7M
- Non-discretionary AUM
- $18.2M
- Discretionary accounts
- 662
- Non-discretionary accounts
- 47
- Total accounts
- 709
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 137 | $248.5M |
| Individuals (other than high net worth individuals) | 49 | $27.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11F
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.