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Building 2OASIS WEALTH PLANNING ADVISORS

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

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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