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Oasys Wealth, Inc.

EST. AUM
$0

CONTACTS
2

CLIENT ACCOUNTS
0

Firm Details

Metro area New York City
CRD Number 339626
Website oasyswealth.com
Client types

Overview

Oasys Wealth, Inc. is a digitally focused investment advisory firm providing automated, discretionary portfolio management services to individual and high-net-worth clients through a robo-advisory model. The firm constructs and manages personalized investment portfolios based on client risk profiles and financial characteristics, primarily allocating across publicly traded equities, fixed income securities, and exchange-traded funds. Operating as a fiduciary, Oasys Wealth emphasizes algorithm-driven investment management, diversified asset allocation, and ongoing portfolio monitoring, with client assets held at third-party custodians and no use of proprietary funds or commingled investment vehicles.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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