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).
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Total Assets Under Management288MILLION
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Total Number of Accounts734ACCOUNTS
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Average Account Value$392,548
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CA, FL, MA, MD, NY, PA, VA
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.
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.
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.
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.