Mario Martinelli
VaMa Oak Wealth · Doylestown, Pennsylvania
Mario Martinelli is a fee-only financial advisor at VaMa Oak Wealth in Doylestown, Pennsylvania, who holds the CFP credential. Mario focuses on tax planning. VaMa Oak Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | VaMa Oak Wealth |
|---|---|
| Based in | Doylestown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $91.2M across 390 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, LA, NH, NJ, PA · CRD 6534912 |
| Exams passed | Series 63 (2015) · Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vamawealth.com |
| Profile |
How Mario's firm compares
- VaMa Oak Wealth's average account is about $234,000, from its Form ADV (assets managed divided by 390 accounts).
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Questions about Mario
Is Mario Martinelli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mario holds no broker registration, and VaMa Oak Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mario charge for financial advice?
Mario's firm, VaMa Oak Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mario Martinelli based?
Mario Martinelli is based in Doylestown, Pennsylvania.
What does Mario specialize in?
Mario's specialties include tax planning.
What credentials does Mario Martinelli hold?
Mario Martinelli holds the CFP credential.
Is Mario Martinelli registered with the SEC?
Yes. Mario Martinelli is registered as an investment adviser representative in FL, LA, NH, NJ and PA (CRD 6534912), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does VaMa Oak Wealth manage?
VaMa Oak Wealth reports $91.2M across 390 accounts in assets under management.
How do I contact Mario Martinelli?
Through Mario's website, www.vamawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- VaMa Oak Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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