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OAKMONT WEALTH ADVISORY, LLC
Investment Advice|COLUMBIA, MD
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$94.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 94.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 299021 |
| SEC Number | 801-114266 |
| Street Address | 8840 STANFORD BOULEVARD |
| Street Address 2 | SUITE 4000 |
| Location | COLUMBIA, MD 21045 |
| Country | United States |
| Phone | 443-741-9101 |
| Total Employees | 2 |
Client Count by Type (56 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 44 |
| High Net Worth Individual… | 11 |
| Corporations/Businesses | 1 |
County data not available for this organization.