Oakmont Wealth Advisory, Llc
- Regulatory AUM
- $124M
- Discretionary
- $124M
- Clients
- 65
- Avg AUM / client
- $1.9M
- Accounts
- 185
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $31.9M | 25.7% |
| High net worth individuals | 12 | $92.1M | 74.2% |
| Pension and profit sharing plans | 1 | $160K | 0.13% |
| Corporations and other businesses | 2 | $8.3K | 0.01% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William David Berger | Elected Manager, Chief Compliance Officer | Apr 2016 (10y) | ≈ 37.5% – 75% via White Oak Wealth Management, Llc | |
| Justin Travers Roudiez | Registered representative | CFP Chartered Financial Consultant | Jan 2019 (8y) | |
| Andrew Ethan Magdar | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| White Oak Wealth Management, Llc | Owner | Sep 2018 | A | 50% – 75% |
Undisclosed: 20% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- William David Berger: 75% – 100% of White Oak Wealth Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Raymond James $124M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗