VaMa Oak Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
VaMa Oak Wealth serves individuals (including high‑net‑worth clients), trusts, employer retirement plans and corporate entities. The firm offers comprehensive portfolio management, standalone financial planning and consulting, retirement plan consulting for plan sponsors, and access to third‑party money managers.
Its investment process combines fundamental, quantitative, technical and sector analysis with asset‑allocation techniques that range from strategic/core‑satellite to tactical adjustments, and portfolios are monitored and rebalanced on a regular basis. Portfolios may include equities, fixed income (with explicit duration constraints), alternative investments, and — where suitable — margin, options and short‑sale strategies, in addition to allocations to third‑party managers.
Distinctive features include a relatively small advisor team that has grown to roughly $91 million in assets under management since formation, and a broader set of planning services than many peers, such as corporate‑structure advice, cost‑segregation studies and real‑estate analysis. The firm relies on a major institutional custodian for trading and operational support (Charles Schwab) and has implemented procedures to manage third‑party fund transfers, including standing letters of authorization for a limited number of client accounts.
Client services
Expertise
Fee options
Financial planning and consulting fees up to $25,000 (flat fee basis). Retainers not exceeding $500.
Main office
See office196 W Ashland St
Doylestown PA 18901
Advisors at this office
2
Offices (2)
Most active in
Florida · Louisiana · New Hampshire · New Jersey · Pennsylvania
Also doing business as
Valmar Strategic Wealth LLC · Vama Oak Wealth LLC · Vama Oak Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Rick V
CFP®, Series 66
Doylestown, PA
VaMa Oak Wealth, LLC
Rick Vala is a CFP® professional with nine years of industry experience. He is currently with VaMa Oak Wealth, LLC, where he has worked since 2023. Prior to joining VaMa Oak Wealth, he held roles at Bank of America, N.A. and Merrill. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities, offering portfolio management, financial planning, and consulting services. The firm uses a multi-faceted investment approach that includes fundamental, quantitative, and technical analysis, with portfolios monitored and rebalanced regularly across various asset classes.
Laura S
CFP®, Series 66
Atkinson, NH
VaMa Oak Wealth, LLC
Laura Schenkel is a CFP® and Series 66 holder at VaMa Oak Wealth, LLC with two years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and PNC. VaMa Oak Wealth serves individuals, trusts, employer retirement plans, and corporate entities, offering portfolio management, financial planning, and consulting services. The firm uses a multifaceted investment approach combining fundamental, quantitative, and technical analysis with strategic and tactical asset allocation.
Mario M
CFP®, Series 63, Series 66
Doylestown, PA
VaMa Oak Wealth, LLC
Mario Martinelli is a CERTIFIED FINANCIAL PLANNER™ practitioner with 11 years of industry experience. He is currently with VaMa Oak Wealth, LLC and has previous experience at Bank of America, Merrill, and Lincoln Financial Distributors. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities with portfolio management, financial planning, and retirement consulting. The firm applies a multi-faceted investment process combining fundamental, quantitative, and technical analysis with varied asset-allocation strategies, managing portfolios that include equities, fixed income, alternatives, and options where appropriate.
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