OAKMONT WEALTH ADVISORY, LLC

8840 Stanford Boulevard
Suite 4000
Columbia, Maryland 21045
Tel: 443-741-9101

About OAKMONT WEALTH ADVISORY, LLC

OAKMONT WEALTH ADVISORY, LLC, formally registered with the SEC as OAKMONT WEALTH ADVISORY, LLC. The firm was established in 11/08/2018. They have over 1 offices throughout the country.

OAKMONT WEALTH ADVISORY, LLC is a Columbia, Maryland based Financial Planning firm with nearly $94,124,202 assets under management, offering retirement planning & investment advisory services to 246 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299021
SEC#	801-114266
Assets Managed by Firm	$94,124,202
No. of Clients	246
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	246	$94,124,202
Individuals (other than high net worth individuals)	44	$24,562,213
High net worth individuals	11	$69,561,094
Corporations or other businesses	1	$895

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