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Managing Member · Oasis Wealth Planning Advisors

Melner R. Bond

CRD 1496587 · Named on Form ADV at one SEC-registered adviser

At a glance

Oasis Wealth Planning Advisors, an SEC-registered wealth manager with $276 million in regulatory assets, lists Melner R. Bond on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Melner’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Stephen W. MartinManaging Member, Wealth Planning Advisor, Oasis Wealth Planning Advisors
  • Gregory C. EllmsChief Compliance Officer, Trading Specialist, Wealth Advisor, Oasis Wealth Planning Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melner’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.