RIA Intel›Advisers›Texas›OASIS WEALTH ADVISORS, LLC

OASIS WEALTH ADVISORS, LLC

Advisory

SAN ANTONIO, TX

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in TX

#1,745

of 2,813 advisers by AUM

Average account

$141K

across 358 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50M

Discretionary AUM$47M

Non-Discretionary AUM$3M

Discretionary %94.1%

Total Clients142

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

142 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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