# Vama Oak Wealth, LLC

> Vama Oak Wealth, LLC is a state-registered investment advisory firm in Doylestown, PA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 328023
- Filed as: VAMA OAK WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Doylestown, PA
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328023
- AdvisorCensus page: https://advisorcensus.com/firm/vama-oak-wealth-llc-doylestown-pa-328023

## Quick answers

**How is Vama Oak Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vama Oak Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vama Oak Wealth, LLC located?**
Vama Oak Wealth, LLC's principal office is in Doylestown, PA, according to its Form ADV.

**Is Vama Oak Wealth, LLC registered with the SEC or a state?**
Vama Oak Wealth, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328023.

**How much does Vama Oak Wealth, LLC manage?**
Vama Oak Wealth, LLC reports $91,190,914 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).

**What types of clients does Vama Oak Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (36).

**Does Vama Oak Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328023

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $91,190,914
- Discretionary: $91,190,914
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $32,045,312 |
| High net worth individuals | 36 | $59,145,602 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NH, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vamawealth.com
- Facebook @VaMa-Oak-Wealth
- LinkedIn @vama-oak-wealth
- LinkedIn @mario-martinelli-cfp®-465b2267
- LinkedIn @rick-vala-cfp®-cpfa®-01505587

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vama Oak Wealth, LLC (CRD 328023): Form ADV filing data as of October 2026.