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OASIS WEALTH PLANNING ADVISORS

· CRD 285474 · IAPD ↗ · oasiswealthatlanta.com · (615) 933-3314

$275.9MRegulatory AUM
7Advisory reps
12Employees
0Clients
101-250Planning clients
0Private funds
10States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — OASIS WEALTH PLANNING ADVISORS added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
April 2026 — OASIS WEALTH PLANNING ADVISORS changed its website from oasiswealthplanning.com to oasiswealthatlanta.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
April 2026 — OASIS WEALTH PLANNING ADVISORS notice-filed in AL, KY, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — OASIS WEALTH PLANNING ADVISORS added office(s): 6 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — OASIS WEALTH PLANNING ADVISORS grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2025 — OASIS WEALTH PLANNING ADVISORS notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2025 — OASIS WEALTH PLANNING ADVISORS added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2025 — OASIS WEALTH PLANNING ADVISORS notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2025 — OASIS WEALTH PLANNING ADVISORS added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
September 2024 — OASIS WEALTH PLANNING ADVISORS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — OASIS WEALTH PLANNING ADVISORS added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
September 2024 — OASIS WEALTH PLANNING ADVISORS grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
98
August 2024 — OASIS WEALTH PLANNING ADVISORS (location n/a) is newly SEC-registered with $254.4M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.