Vama Oak Wealth, LLC

Vama Oak Wealth, LLC is a fee-only investment adviser registered with the securities regulators of Florida, Louisiana, New Hampshire, New Jersey, Pennsylvania, with its main office in Doylestown, Pennsylvania. On its latest Form ADV, filed July 29, 2026, it reports $91M in regulatory assets under management, 117 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Florida, Louisiana, New Hampshire, New Jersey, Pennsylvania
Firm CRD number	328023 · SEC file 801-129006
Office	196 W Ashland ST Doylestown, PA 18901
Phone	(215) 809-2011
Website	www.vamawealth.com
Regulatory assets under management	$91M
Individual clients	81 non-high-net-worth, 36 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	3
Disciplinary disclosures	None reported
Latest Form ADV filing	July 29, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Doylestown

• Archetype Advisors, LLC $260M
• Kohlhepp Investment Advisors, Ltd. $205M
• Opulus $105M
• Aventine Financial Group $153M
• Clear Capital Management LP $61M
• Axiom Investment Solutions LLC $51M

See all 8 fee-only advisers in Doylestown →

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• North Wales 1 firm
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• Ambler 4 firms
• Lower Gwynedd 1 firm
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