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| Happy Holidays!! thanks for using AUM13F!! |
| Oakmont Wealth Advisory LLC
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|---|---|
| CRD # | 299021 |
| SEC # | 801-114266 |
| CIK # | |
| AUM | $94.1 M (2025-01-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 443-741-9101 |
| Address | 8840 Stanford Boulevard Columbia, MD 21045 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 24.6 |
| (b) Individuals (high net worth individuals) | 11 | 69.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 246 | 94.1 |
| By Discretionary | ||
| Discretionary | 246 | 94.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 246 | 94.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 94.1 | |
| Total | 246 | 94.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lightedway Advisory Services Inc
✚
|
NY | 0.1 |
|
Women's Wealth Advisor
✚
|
NJ | 0.1 |
|
Partners Capital Services Inc
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|
NY | 0.1 |
|
Capital Management Associates Inc
✚
|
MN | 0.1 |
|
Browning Capital Management LLC
✚
|
0.1 | |
|
Ormonde USA LLC
✚
|
0.1 | |
|
Compass Retirement Group LLC
✚
|
MO | 0.1 |
|
Social Investment Managers and Advisors LLC
✚
|
NY | 0.1 |
|
PMV Capital Advisers LLC
✚
|
TX | 0.1 |
|
Bentham Wealth Advisors Inc
✚
|
NY | 0.1 |