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WHITE OAK WEALTH MANAGEMENT
Legal name: OAKMONT WEALTH ADVISORY, LLC
CRD 299021File 801-114266
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$124.2M
Bottom 25% of cohort (national)
Discretionary AUM
$124.2M
Clients
65
185 accounts
Employees
3
Bottom 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 8, 2018
- Principal office
- 8840 STANFORD BOULEVARD, SUITE 4000, COLUMBIA, MD, 21045
- Phone
- 443-741-9101
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $124.2M
- Discretionary AUM
- $124.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 185
- Non-discretionary accounts
- 0
- Total accounts
- 185
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $8K |
| High net worth individuals | 12 | $92.1M |
| Pension and profit sharing plans | Fewer than 5 | $160K |
| Individuals (other than high net worth individuals) | 50 | $31.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2026 | Clients | 56 | 65 | increased by9 |
| Apr 1, 2026 | AUM | $94,124,202 | $124,223,423 | increased by$30,099,221 |
| Apr 1, 2026 | Accounts | 246 | 185 | decreased by61 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 2 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 201 | 56 | decreased by145 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $233,232,159 | $94,124,202 | decreased by$139,107,957 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 579 | 246 | decreased by333 |
| Mar 1, 2022 | Employees | 5 | 6 | increased by1 |
| Mar 1, 2022 | Clients | 207 | 201 | decreased by6 |
| Mar 1, 2022 | AUM | $209,043,065 | $233,232,159 | increased by$24,189,094 |
| Mar 1, 2022 | Accounts | 297 | 579 | increased by282 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WHITE OAK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WHITE OAK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.