Oasis Wealth Planning Advisors

CRD 285474 · $275.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 285474
SEC number: 801-130696
Firm type: RIA
Assets under management: $275.9M as of Jun 11, 2026
Website: oasiswealthatlanta.com ↗
Phone: (615) 933-3314
Address: Not yet retrieved from the source record

Advisors at this firm

7 in our index · page 1 of 1

Melner Robert BondCRD 1496587 · Nashville, TN

IA Registered
Sage Marie ClementCRD 8209122 · Nashville, TN

IA Registered
Gregory Curtis EllmsCRD 1314767 · Wellesley, MA

IA RegisteredRegistration inactive
Malgorzata GuziakCRD 7441281 · Murfreesboro, TN

IA RegisteredRegistration inactive
Stephen Wood MartinCRD 2955244 · Nashville, TN

IA Registered

Disclosure event(s) on record
Karissa Ann MclarenCRD 7925817 · Bowling Green, KY

IA RegisteredRegistration inactive
Brandon James SeibelCRD 7527689 · Woodstock, GA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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