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RIA / WealthAdvisor41 years in industry

Gregory Curtis Ellms

Advisor at OASIS WEALTH PLANNING ADVISORS

Wellesley, MA | NASHVILLE, TN

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Search this name across graphsid dfx:ria:db84dfc2-5136-64d7-145b-26386a227457

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OASIS WEALTH PLANNING ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 13, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 13, 1984
First registration: Jun 30, 2015
Dual registered: no
Other names: Gregory Curtis Ellms|Gregory C Ellms|Greg Ellms
IAPD individual key: 1314767

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OASIS WEALTH PLANNING ADVISORS	Independent wealth	May 7, 2025	n/a	yes	Wellesley, MA\|NASHVILLE, TN	Current employment
COPPER BEECH WEALTH MANAGEMENT	State registered	Oct 15, 2024	Feb 10, 2025	no	MANSFIELD, MA	Previous registration
ALGORITHMIC INVESTMENT MODELS	Other adviser	Feb 25, 2020	Aug 24, 2020	no	BOSTON, MA	Previous registration
WELLESLEY ASSET MANAGEMENT, INC.	Mixed wealth	Jun 30, 2015	May 8, 2019	no	PORTSMOUTH, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COPPER BEECH WEALTH MANAGEMENT	OASIS WEALTH PLANNING ADVISORS	Feb 10, 2025	May 7, 2025	86	Firm change	Other
ALGORITHMIC INVESTMENT MODELS	COPPER BEECH WEALTH MANAGEMENT	Aug 24, 2020	Oct 15, 2024	1,513	Firm change after gap	Other
WELLESLEY ASSET MANAGEMENT, INC.	ALGORITHMIC INVESTMENT MODELS	May 8, 2019	Feb 25, 2020	293	Firm change	Other

Relationships

Registered with (4)

→ OASIS WEALTH PLANNING ADVISORSRegistered adviserregistration: current employment
May 7, 2025 to presentfactForm ADV
→ COPPER BEECH WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 15, 2024 to Feb 10, 2025factForm ADV
→ ALGORITHMIC INVESTMENT MODELSRegistered adviserregistration: previous registration
Feb 25, 2020 to Aug 24, 2020factForm ADV
→ WELLESLEY ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 30, 2015 to May 8, 2019factForm ADV

Dated events

Occurred
Feb 10, 2025
Advisor changed firm
Gregory Curtis Ellms left Copper Beech Wealth Management for Oasis Wealth Planning Advisors (registered 2025-05-07)
Form ADVobserved 4 days ago