1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OASIS WEALTH PLANNING ADVISORS

Map pin
Phone(615) 933-3314
NotebookSEC #801-130696
Total AUM
$275.9M
Employees
12
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(615) 933-3314
Other Offices
15

ReceiptFinancials

Total AUM
$275.9M
Accounts
709
Discretionary
$257.7M
Accounts
662
Non-Discretionary
$18.2M
Accounts
47

ContactClients

View more in analytics →

Individual Clients
49
AUM
$27.5M
HNW Individual Clients
137
AUM
$248.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
License Revocation/Suspension
State Registrations
ALFLGAKYMANCPASCTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account