Overview
Assets Under Management: $201 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 35
Average Client Assets: $2 million
Frequently Asked Questions
OATH PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299187), OATH PLANNING, LLC is subject to fiduciary duty under federal law.
OATH PLANNING, LLC is headquartered in TULSA, OK.
OATH PLANNING, LLC serves 35 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, OATH PLANNING, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
OATH PLANNING, LLC manages $201 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, OATH PLANNING, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.13
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 838
Discretionary Accounts: 838
Regulatory Filings
CRD Number: 299187
Filing ID: 1950711
Last Filing Date: 2025-03-05 10:14:00
Website: https://oathplanning.com