VAMA OAK WEALTH, LLC

RIASEC RegisteredEst. 2023

Total AUM

$91.2M

Discretionary

$91.2M

100% of AUM

Avg account

$234K

Accounts

390

Employees

Advisory reps

Firm details

Headquarters: DOYLESTOWN, Pennsylvania
CRD number: 328023
Registered since: November 9, 2023
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI64.86%
Individuals35.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Vama Oak Wealth, LLC is an independent, individual-owned registered investment adviser that describes itself as a capital allocator serving individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutional clients, and offers pension consulting and adviser-selection services. Its compensation mixes percentage-of-AUM and fixed fees. Vama Oak is not an active ESG investor. The firm is SEC-registered (2023) and positions itself to incorporate third‑party managers as part of its advisory platform, indicating a model that combines direct portfolio management with outsourced alternative manager allocations.