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Vama Oak Wealth, LLC CRD 328023
$91.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
196 W Ashland St, Doylestown, PA 18901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-04-01 |
| NJ | RA | APPROVED | 2024-05-31 |
| FL | RA | APPROVED | 2024-04-16 |
| LA | RA | APPROVED | 2024-04-08 |
| PA | RA | APPROVED | 2023-11-09 |
| TX | RA | APPROVED | 2023-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors | Radnor | PA | 07/2015 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jenkintown | PA | 05/2017 | 11/2023 |
| Bank Of America, N.A. | Jenkintown | PA | 10/2017 | 11/2023 |
| Vama Oak Wealth, Llc | Doylestown | PA | 11/2023 | 03/2026 |
| Vama Oak Wealth, Llc | Doylestown | PA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-07 |
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