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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

TitleElected Manager, Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2018
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Oakmont Wealth Advisory, LLC

TitleOwner/Manager
OwnershipOver 75%
Control personYes
Since2016
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