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WHITE OAK WEALTH MANAGEMENT
OAKMONT WEALTH ADVISORY, LLC
CRD 299021 · SEC 801-114266
8840 STANFORD BOULEVARD, SUITE 4000, COLUMBIA, MD, 21045, United States
Phone
443-741-9101
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.2M
Discretionary AUM
$124.2M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $31.9M |
| High net worth individuals | 12 | $92.1M |
| Pension/profit sharing plans | 1 | $160K |
| Corporations/business entities | 2 | $8K |
States served
MD
All web addresses on file
Official SEC filing: View on IAPD