William David Berger
Elected Manager, Chief Compliance OfficerOakmont Wealth Advisory, LLCCRD 2258317
About William David Berger
William David Berger is listed as Elected Manager, Chief Compliance Officer at Oakmont Wealth Advisory, LLC in Columbia, MD. Form ADV reports a beneficial ownership band of Under 5%. William David Berger is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Oakmont Wealth Advisory, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William David Berger work?
William David Berger is listed as Elected Manager, Chief Compliance Officer at Oakmont Wealth Advisory, LLC on SEC Form ADV.
How much of Oakmont Wealth Advisory, LLC does William David Berger own?
Form ADV reports a beneficial ownership band of Under 5%.
Oakmont Wealth Advisory, LLC
| Title | Elected Manager, Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Oakmont Wealth Advisory, LLC
| Title | Owner/Manager |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2016 |