SEC Form ADV

OASIS WEALTH PLANNING ADVISORS

Registered Investment Adviser
$275.9M
Assets Under Management
709
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-285474
Filing Date
May 29, 2026
AUM
$275.9M
Total Clients
709
Amendment
No

About this Adviser

OASIS WEALTH PLANNING ADVISORS is a registered investment adviser, managing approximately $275.9M in assets across 709 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.