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OAK TREE INVESTMENT ADVISORS

OAKMONT INVESTMENT ADVISORS, INC.

CRD 111095 · SEC 801-113803

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731 S. AIKEN AVE, PITTSBURGH, PA, 15232, United States

Phone

412-802-8358

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$192.2M

Discretionary AUM

$192.2M

Team

5 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals113$29.4M
High net worth individuals17$138.8M

States served

PA, FL

All web addresses on file

Official SEC filing: View on IAPD