← Back to searchVisit website
OAKMONTE WEALTH MANAGEMENT
FLICK CONSULTING, LLC
CRD 304150
3700 S CONWAY RD, STE 112, ORLANDO, FL, 32812, United States
Phone
407-412-9255
Fax
407-412-9254
Registration
— (—)
Source
State registered
Total AUM
$34.4M
Discretionary AUM
$0
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $214K |
| High net worth individuals | 10 | $28.1M |
| Pension/profit sharing plans | 1 | $6.1M |
All web addresses on file
Official SEC filing: View on IAPD