Oakmont Wealth Advisory, LLC

Oakmont Wealth Advisory, LLC (CRD# 299021) is a financial advisory firm headquartered in Reston, VA. They manage $288,130,014 in 734 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
12030 Sunrise Valley Drive, Suite 325, Reston, VA 20191
https://www.facebook.com/pwadvisory/
By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    734
    ACCOUNTS
  • Average Account Value
    $392,548
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, MD, NY, PA, VA

Financial Advisors at Oakmont Wealth Advisory, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William Berger, financial advisor Columbia MD
William D. Berger
CRD#: 2258317
8840 Stanford Boulevard, Suite 4000, Columbia, MD 21045

William Berger (CRD# 2258317) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Columbia, MD and has over 11 years of experience in the finance industry.

2
Douglas Birnie, financial advisor Reston VA
Douglas H. Birnie
CRD#: 2646049
12030 Sunrise Valley Drive, Suite 325, Reston, VA 20191

Douglas Birnie (CRD# 2646049) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Reston, VA and has over 28 years of experience in the finance industry.

3
Justin Roudiez, financial advisor Columbia MD
Justin T. Roudiez
CRD#: 5354169
8840 Stanford Boulevard, Suite 4000, Columbia, MD 21045

Justin Roudiez (CRD# 5354169) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Columbia, MD and has over 16 years of experience in the finance industry.

4
James Sexton, financial advisor Reston VA
James A. Sexton
CRD#: 6238381
12030 Sunrise Valley Drive, Suite 325, Reston, VA 20191

James Sexton (CRD# 6238381) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Reston, VA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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