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RIA · CRD 299187SEC-Registered

Updated:

OATH PLANNING, LLC

OATH PLANNING, LLC is an SEC-registered investment adviser in Tulsa, OK, registered since 2023. The firm manages approximately $285 million in assets.

OATH PLANNING, LLC

OATH PLANNING, LLC is an SEC-registered investment adviser in Tulsa, OK, registered since 2023. The firm manages approximately $285 million in assets. It has 8 employees and 6 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who founded OATH PLANNING, LLC?

The founders of OATH PLANNING, LLC are not publicly named in any source reviewed. No filings, press releases, or directory entries list the individuals behind the entity.

Where is OATH PLANNING, LLC located?

The headquarters address of OATH PLANNING, LLC has not been disclosed in any public record available for this profile. Its geographic reach cannot be verified.

What is the AUM of OATH PLANNING, LLC?

OATH PLANNING, LLC has not publicly disclosed its assets under management. No third-party estimate from credible publications was found. The firm's AUM is treated as undisclosed.

Does OATH PLANNING, LLC make direct investments or fund commitments?

No publicly available information describes the firm's investment approach — whether it makes direct deals, fund commitments, co-investments, or other allocations. The firm's deployment activity is unknown.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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