Oasis Wealth Planning Advisors, LLC Employee Directory

Oasis Wealth Planning Advisors, LLC Global Highlights

Location

Employees

North America

16

• United States Of America
  16

Europe

1

• Cyprus
  1

North America accounts for 94% of Oasis Wealth Planning Advisors, LLC's workforce, followed by Europe (6%).

Oasis Wealth Planning Advisors, LLC's Leadership

• 
  G. C. E.

  Chief Compliance Office, Trading Specialist And Portfolio Operations

  Mobile Phone

  Email
• 
  S. M.

  Wealth Planning Advisor, Managing Partner

  Mobile Phone

  Email
• 
  C. C.

  Operations Manager

  Mobile Phone

  Email
• 
  B. S.

  Wealth Advisor

  Mobile Phone

  Email
• 
  M. W.

  Operations Support Associate

  Mobile Phone

  Email
• 
  M. B.

  Wealth Planner

  Mobile Phone

  Email
• 
  S. C.

  Associate Wealth Advisor

  Mobile Phone

  Email
• 
  S. W.

  Investment Advisor Representative

  Mobile Phone

  Email

Oasis Wealth Planning Advisors, LLC Employee Metrics

• Banking
• Other
• Legal

Banking is the largest department at 91% of profiles with a known department, followed by Legal (9%).

Contact profiles from Oasis Wealth Planning Advisors, LLC

• 
  S. M.

  Wealth Planning Advisor, Managing Partner

  Mobile Phone

  Email

  United States, Tennessee

  Jun 27, 2026
• 
  C. C.

  Operations Manager

  Mobile Phone

  Email

  United States, New Jersey

  Jun 25, 2026
• 
  B. S.

  Wealth Advisor

  Mobile Phone

  Email

  United States

  Dec 03, 2025
• 
  M. W.

  Operations Support Associate

  Mobile Phone

  Email

  United States, Florida

  Dec 03, 2025
• 
  M. B.

  Wealth Planner

  Mobile Phone

  Email

  United States, Arkansas

  Jun 08, 2026
• 
  S. C.

  Associate Wealth Advisor

  Mobile Phone

  Email

  United States, Arkansas

  Apr 16, 2026
• 
  S. W.

  Investment Advisor Representative

  Mobile Phone

  Email

  United States, Georgia

  Jun 08, 2026
• 
  D. O.

  Associate Financial Advisor

  Mobile Phone

  Email

  United States, Massachusetts

  Oct 26, 2025
• 
  M. S.

  Wealth Planning Advisor

  Mobile Phone

  Email

  UNITED STATES

  Sep 22, 2025
• 
  A. S.

  Client Relationship Associate/ Paraplanner

  Mobile Phone

  Email

  United States

  Jun 25, 2026

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Frequently Asked Questions

What are the largest departments at Oasis Wealth Planning Advisors, LLC?

Banking is the largest department at 91% of profiles with a known department, followed by Legal (9%).

Where are Oasis Wealth Planning Advisors, LLC's employees located?

Oasis Wealth Planning Advisors, LLC has about 12 employees across 2 continents, most of them in North America. North America accounts for 94% of Oasis Wealth Planning Advisors, LLC's workforce, followed by Europe (6%). By country, the largest groups are United States Of America (94%) and Cyprus (6%).

How many employees does Oasis Wealth Planning Advisors, LLC have currently?

Oasis Wealth Planning Advisors, LLC has approximately 12 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Oasis Wealth Planning Advisors, LLC's key employees and leadership?

As of September 2026, Oasis Wealth Planning Advisors, LLC's key employees include:

• Chief Compliance Office, Trading Specialist And Portfolio Operations: G. C. E.
• Wealth Planning Advisor, Managing Partner: S. M.
• Operations Manager: C. C.
• Wealth Advisor: B. S.
• Operations Support Associate: M. W.

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What is Oasis Wealth Planning Advisors, LLC's most common email format?

Oasis Wealth Planning Advisors, LLC employees' email format typically follows the pattern of First.Last@oasiswealthplanning.com. Trying to find reliable and up-to-date employee contact data? Find more Oasis Wealth Planning Advisors, LLC email formats with LeadIQ.

What is Oasis Wealth Planning Advisors, LLC known for?

Oasis Wealth Planning Advisors, LLC operates in the Financial Services industry. Explore Oasis Wealth Planning Advisors, LLC's company overview page for more information.