OAKMONT WEALTH ADVISORY, LLC

CRD #299021 SEC #801-114266 COLUMBIA, MD 443-741-9101

SEC Registered

Total AUM

$94.1M

Discretionary

$94.1M

Employees

Clients

Accounts

246

Firm Details

Organization Type: Limited Liability Company
State of Formation: Virginia
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jan 29, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	NA	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	NA	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	NA	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	NA	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	NA	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	NA	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	NA	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	NA	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	NA	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	NA	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	NA	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	NA	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	NA	Control
BERGER, WILLIAM, DAVID	I	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	D	Control
BIRNIE, DOUGLAS, HART	I	ELECTED MANAGER	D	Control
PIEDMONT WEALTH ADVISORY LLC	DE	OWNER	D	Control
PIEDMONT WEALTH ADVISORY LLC	DE	OWNER	D	Control
PIEDMONT WEALTH ADVISORY LLC	DE	OWNER	D	Control
PIEDMONT WEALTH ADVISORY LLC	DE	OWNER	D	Control
PIEDMONT WEALTH ADVISORY LLC	DE	OWNER	D	Control
PIEDMONT WEALTH ADVISORY LLC	DE	OWNER	D	Control
PIEDMONT WEALTH ADVISORY LLC	DE	OWNER	D	Control
PIEDMONT WEALTH ADVISORY LLC	DE	OWNER	D	Control
PIEDMONT WEALTH ADVISORY LLC	DE	OWNER	D	Control
PIEDMONT WEALTH ADVISORY LLC	DE	OWNER	D	Control
PIEDMONT WEALTH ADVISORY LLC	DE	OWNER	D	Control
PIEDMONT WEALTH ADVISORY LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control
WHITE OAK WEALTH MANAGEMENT, LLC	DE	OWNER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BERGER, WILLIAM, DAVID	I	WHITE OAK WEALTH MANAGEMENT, LLC	E	Control
BIRNIE, DOUGLAS, HART	I	PIEDMONT WEALTH ADVISORY LLC	E	Control
BIRNIE, DOUGLAS, HART	I	PIEDMONT WEALTH ADVISORY LLC	E	Control
BIRNIE, DOUGLAS, HART	I	PIEDMONT WEALTH ADVISORY LLC	E	Control
BIRNIE, DOUGLAS, HART	I	PIEDMONT WEALTH ADVISORY LLC	E	Control
BIRNIE, DOUGLAS, HART	I	PIEDMONT WEALTH ADVISORY LLC	E	Control
BIRNIE, DOUGLAS, HART	I	PIEDMONT WEALTH ADVISORY LLC	E	Control
BIRNIE, DOUGLAS, HART	I	PIEDMONT WEALTH ADVISORY LLC	E	Control
BIRNIE, DOUGLAS, HART	I	PIEDMONT WEALTH ADVISORY LLC	E	Control
BIRNIE, DOUGLAS, HART	I	PIEDMONT WEALTH ADVISORY LLC	E	Control
BIRNIE, DOUGLAS, HART	I	PIEDMONT WEALTH ADVISORY LLC	E	Control
BIRNIE, DOUGLAS, HART	I	PIEDMONT WEALTH ADVISORY LLC	E	Control
BIRNIE, DOUGLAS, HART	I	PIEDMONT WEALTH ADVISORY LLC	E	Control

Registrations

Federal

Jan 29, 2025 REGISTERED

Notice Filings (8)

CA CO FL MA MD NY PA VA

Address

8840 STANFORD BOULEVARD
SUITE 4000
COLUMBIA, MD 21045
United States

Phone: 443-741-9101