OATH PLANNING, LLC
CRD #299187 SEC #801-128168 TULSA, OK 918-200-9094
SEC Registered
Total AUM
$200.6M
Discretionary
$200.6M
Employees
6
Clients
251
Accounts
838
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $200.6M | $200.6M | $0 | 6 | 0 |
| Mar 2025 | $200.6M | $200.6M | $0 | 6 | 0 |
| Feb 2025 | $200.6M | $200.6M | $0 | 6 | 0 |
| Jul 2024 | $123.5M | $123.5M | $0 | 6 | 0 |
| Mar 2024 | $123.5M | $123.5M | $0 | 6 | 0 |
| Jun 2023 | $103.2M | $103.2M | $0 | 6 | 0 |
| May 2023 | $103.2M | $103.2M | $0 | 6 | 0 |
DateDec 2025
Total AUM$200.6M
Discretionary$200.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$200.6M
Discretionary$200.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$200.6M
Discretionary$200.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees6
Clients0