# OATH PLANNING, LLC

OATH PLANNING, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://oathplanning.com
- **LinkedIn:** https://www.linkedin.com/company/oathplanning

## Regulatory record

- **CRD number:** 299187
- **SEC file number:** 801-128168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299187

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:22.366Z

Canonical page: https://altss.com/profile/oath-planning-llc

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