| 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 |
Oakmont Wealth Advisory, LLC reports $124.2 million in regulatory assets under management on its Form ADV.
Oakmont Wealth Advisory, LLC reports 3 employees.
Oakmont Wealth Advisory, LLC is based in Columbia, MD and has been SEC-registered since 2018.
Oakmont Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $124.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $124.2M |