# OASIS WEALTH PLANNING ADVISORS, LLC

OASIS WEALTH PLANNING ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 285474
- Type: SEC-registered investment adviser
- SEC file number: 801-130696
- Phone: (615) 933-3314
- Latest filing: 2026-06-11
- Regulatory AUM: $275.9M
- Discretionary AUM: $257.7M
- Non-discretionary AUM: $18.2M
- Clients: 12
- Accounts: 709

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| MARTIN WOOD | MANAGING MEMBER, WEALTH PLANNING ADVISOR | VANCOUVER, A1 |
| Stephen Wood Martin | MANAGING MEMBER, WEALTH PLANNING ADVISOR | — |
| Melner Robert Bond | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| BOND MELNER ROBERT | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Gregory Curtis Ellms | CHIEF COMPLIANCE OFFICER, TRADING SPECIALIST, WEALTH ADVISOR | — |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Branch offices (15)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| TAMPA | FL | 2 | 615-933-3317 |
| — | — | 1 | 615-933-3345 |
| — | — | 1 | 615-933-3314 |
| — | — | 1 | (615) 933-3317 |
| — | — | 1 | 615-933-3314 |
| — | — | 1 | 615-933-3314 |
| — | — | 1 | 615-933-3314 |
| PHILADELPHIA | PA | 0 | 615-933-3314 |
| GREENSVILLE | SC | 0 | 615-933-3314 |
| CHARLOTTE | NC | 0 | 615-933-3314 |
| HUNTSVILLE | AL | 0 | 615-933-3314 |
| ATLANTA | GA | 0 | 615-933-3314 |
| ALPHARETTA | GA | 0 | 615-933-3314 |
| BOWLING GREEN | KY | 0 | 615-933-3314 |
| PITTSBURGH | PA | 0 | 615-933-3314 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285474/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285474/similar
- Related entities: https://search.stillhousedata.com/firm/285474/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285474

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.