$91.2M Total AUM
$91.2M Disc. AUM
-- 3Y CAGR
3 Employees
117 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-09-2023
- Office Locations
- 2
Office Locations
196 W Ashland ST Doylestown PA
-- Atkinson NH
About Vama OAK Wealth, LLC
VaMa Oak Wealth is a Pennsylvania-based RIA serving clients nationwide with integrated investment management, financial planning, and tax planning focused on retirement outcomes. The firm builds portfolios primarily with ETFs and supports clients through a dedicated client portal, with custody reported at Charles Schwab.
Team overview
27 AVG AGE
$30.4M AVG AUM / ADVISOR
$779.4K AVG AUM / CLIENT
1.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
M
Mario Louis Martinelli
Chief Compliance Officer, Co-founder, Managing Member
- CRD
- #6534912
- Ownership
- 50% but less than 75%
Available
Available
Available
Rick Louis Vala
Co-founder, Managing Member
- CRD
- #6720835
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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L
Laura Michelle Schenkel
--
- CRD
- #7491714
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,190,914 | $175,089 |
| Non-Discretionary | $0 | -- |
| Total | $91,190,914 | $175,089 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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