White Oak Wealth Management, LLC is listed as Owner at Oakmont Wealth Advisory, LLC in Columbia, MD. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Oakmont Wealth Advisory, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does White Oak Wealth Management, LLC work?
White Oak Wealth Management, LLC is listed as Owner at Oakmont Wealth Advisory, LLC on SEC Form ADV.
How much of Oakmont Wealth Advisory, LLC does White Oak Wealth Management, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.