Oakmont Wealth Advisory, LLC
● SEC registered since 2018CRD 299021SEC# 801-114266Columbia, MD
Reg. AUM
$124.2M
Employees
3
Accounts
185
Location
Columbia, MD
Oakmont Wealth Advisory, LLC assets under management
Oakmont Wealth Advisory, LLC is an investment advisory firm registered with the SEC based in Columbia, MD. The firm has been registered since 2018. It reports $124.2 million in regulatory assets under management and employs 3 people.
Oakmont Wealth Advisory, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| White Oak Wealth Management, LLC Control | Owner | Over 75% | 2018 |
| William David Berger Control | Elected Manager, Chief Compliance Officer | Under 5% | 2018 |
| William David Berger Control | Owner/Manager | Over 75% | 2016 |
Frequently asked questions
How much does Oakmont Wealth Advisory, LLC manage?
Oakmont Wealth Advisory, LLC reports $124.2 million in regulatory assets under management on its Form ADV.
How many employees does Oakmont Wealth Advisory, LLC have?
Oakmont Wealth Advisory, LLC reports 3 employees.
Where is Oakmont Wealth Advisory, LLC located?
Oakmont Wealth Advisory, LLC is based in Columbia, MD and has been SEC-registered since 2018.
Does Oakmont Wealth Advisory, LLC disclose fund performance?
Oakmont Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8840 Stanford Boulevard, Suite 4000, Columbia, MD 21045 |
| Phone | 443-741-9101 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124.2M▲ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$124.2Mregulatory AUM
Discretionary $124.2M