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Building 2OAKMONT WEALTH ADVISORY, LLC

Map pinCOLUMBIA, MD
Phone443-741-9101
NotebookSEC #801-114266
Total AUM
$124.2M
Employees
3
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8840 STANFORD BOULEVARD
SUITE 4000
COLUMBIA
MD 21045
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
443-741-9101

ReceiptFinancials

Total AUM
$124.2M
Accounts
185
Discretionary
$124.2M
Accounts
185
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$31.9M
HNW Individual Clients
12
AUM
$92.1M
Pension/Profit Sharing Plan Clients
1
AUM
$160.5K
Corporation or Business Clients
2
AUM
$8.3K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MD

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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