|
⚲
|
| Keyboard |
| Oakmont Wealth Advisory LLC
✚
|
|
|---|---|
| CRD # | 299021 |
| SEC # | 801-114266 |
| CIK # | |
| AUM | 124.2 M (2026-03-11) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 443-741-9101 |
| Address | 8840 Stanford Boulevard Columbia, MD 21045 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 31.9 |
| (b) Individuals (high net worth individuals) | 12 | 92.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 185 | 124.2 |
| By Discretionary | ||
| Discretionary | 185 | 124.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 185 | 124.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.2 | |
| Total | 185 | 124.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Streamsong Advisors LLC
✚
|
MI | 124.4 M |
|
SILA Financial LLC
✚
|
124.3 M | |
|
Coral Wealth Management LLC
✚
|
FL | 124.3 M |
|
Rilex Capital LLC
✚
|
NJ | 124.3 M |
|
Watkinson Capital Advisors LLC
✚
|
PA | 124.2 M |
|
Merryfield Barnes LLC
✚
|
NY | 124.2 M |
|
JMH Wealth Management LLC
✚
|
NH | 124.1 M |
|
Brooklawn Capital Advisors LLC
✚
|
NY | 124.0 M |
|
Surience Private Wealth LLC
✚
|
WA | 124.0 M |
|
Abridge Partners LLC
✚
|
124.0 M |