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VAMA OAK WEALTH, LLC

NEWTOWN, PA · CRD 328023 · IAPD ↗ · 215-809-2011

$37.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
0States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
June 2024 — VAMA OAK WEALTH, LLC (NEWTOWN, PA) left the SEC roster — its 120-day provisional registration did not convert (was $37.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
May 2024 — VALMAR STRATEGIC WEALTH LLC is now doing business as VAMA OAK WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
67
April 2024 — VALMAR STRATEGIC WEALTH LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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