OAKMONT WEALTH ADVISORY, LLC
Doing business as WHITE OAK WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$124,223,423
Discretionary
$124,223,423
Non-discretionary
$0
Firm details
- CRD number
- 299021
- SEC file number
- 801-114266
- Main office
- COLUMBIA, MD, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.