LP Profile

Oasis Wealth Planning Advisors

Also known as oasis wealth planning

Wealth ManagerNashville, United StatesFounded 2016
Nashville
Headquarters
Investment Focus

About Oasis Wealth Planning Advisors

Oasis Wealth Planning Advisors is a wealth manager based in Nashville, US. Founded in 2016.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Oasis Wealth Planning Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$275.9M
Total Clients
709
Filing Date
May 29, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Oasis Wealth Planning Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Oasis Wealth Planning Advisors?

Oasis Wealth Planning Advisors is a wealth manager based in Nashville, United States.

Where is Oasis Wealth Planning Advisors headquartered?

Oasis Wealth Planning Advisors is headquartered in Nashville, United States.

When was Oasis Wealth Planning Advisors founded?

Oasis Wealth Planning Advisors was founded in 2016.

How can I contact Oasis Wealth Planning Advisors?

Verified contact details, key decision-makers, and investment preferences for Oasis Wealth Planning Advisors are available on LPbacked. Create a free account to access them.