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Managing Member, Wealth Planning Advisor · Oasis Wealth Planning Advisors

Stephen W. Martin

CRD 2955244 · 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 Stephen W. Martin on its Form ADV as Managing Member, Wealth Planning Advisor, a control person.

Firms and roles

AtlasMembers

Stephen’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
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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

  • Melner R. BondManaging Member, 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 Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.