Vama Oak Wealth, LLC

Overview

Vama Oak Wealth, LLC is an independent, owner-managed registered investment adviser that began SEC registration in 2023. The firm positions itself as a capital allocator for individual and family clients, offering both percentage-of-AUM and fixed-fee billing arrangements. Its advisory services, as indicated on its filings, include comprehensive financial planning, portfolio management for individuals and small businesses as well as for business and institutional clients, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices