Overview
Assets Under Management: $124 million
Headquarters: COLUMBIA, MD
High-Net-Worth Clients: 12
Average Client Assets: $7.7 million
Frequently Asked Questions
OAKMONT WEALTH ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299021), OAKMONT WEALTH ADVISORY, LLC is subject to fiduciary duty under federal law.
OAKMONT WEALTH ADVISORY, LLC is headquartered in COLUMBIA, MD.
OAKMONT WEALTH ADVISORY, LLC serves 12 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, OAKMONT WEALTH ADVISORY, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
OAKMONT WEALTH ADVISORY, LLC manages $124 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, OAKMONT WEALTH ADVISORY, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.17%
Average Client Assets: $7.7 million
Total Client Accounts: 185
Discretionary Accounts: 185
Regulatory Filings
CRD Number: 299021
Filing ID: 2047852
Last Filing Date: 2026-03-11 13:00:33