VAMA OAK WEALTH, LLC

VAMA OAK WEALTH, LLC of DOYLESTOWN, PA is an SEC-registered investment adviser (CRD 328023). Regulatory assets under management: $91.2M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (3)

NameRoleLocation
TONNEMACHER SEAN MICHAELCHIEF COMPLIANCE OFFICER
Martinelli MarioMANAGING MEMBER & CO-FOUNDER
Vala RickMANAGING MEMBER, CO-FOUNDER, & CHIEF COMPLIANCE OFFICER

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