OAKMONT WEALTH ADVISORY, LLC
CRD #299021 SEC #801-114266 COLUMBIA, MD 443-741-9101
SEC Registered
Total AUM
$94.1M
Discretionary
$94.1M
Employees
2
Clients
--
Accounts
246
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $94.1M | $94.1M | $0 | 2 | 0 |
| Dec 2024 | $96.2M | $96.2M | $0 | 2 | 0 |
| Nov 2024 | $288.1M | $288.1M | $0 | 6 | 0 |
| Feb 2024 | $288.1M | $288.1M | $0 | 6 | 0 |
| Dec 2023 | $218.2M | $218.2M | $0 | 6 | 0 |
| Mar 2023 | $218.2M | $218.2M | $0 | 6 | 0 |
| Feb 2022 | $233.2M | $233.2M | $0 | 6 | 0 |
| Jun 2021 | $209M | $209M | $0 | 5 | 0 |
| Mar 2021 | $209M | $209M | $0 | 5 | 0 |
| Mar 2021 | $209M | $209M | $0 | 5 | 0 |
| Jun 2020 | $162.5M | $162.5M | $0 | 5 | 0 |
| Apr 2020 | $162.5M | $162.5M | $0 | 5 | 0 |
| Mar 2020 | $162.5M | $162.5M | $0 | 5 | 0 |
| Mar 2019 | $126.6M | $126.6M | $0 | 5 | 0 |
| Oct 2018 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$96.2M
Discretionary$96.2M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$288.1M
Discretionary$288.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$288.1M
Discretionary$288.1M
Non-Disc.$0
Employees6
Clients0
DateDec 2023
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0