OASIS WEALTH PLANNING ADVISORS, LLC is an SEC-registered investment adviser (CRD 285474). Regulatory assets under management: $275.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| 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 |