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OAKMONT CORPORATION

LOS ANGELES, CA · CRD 112337 · IAPD ↗ · 213-891-6300

$2.22BRegulatory AUM
6Advisory reps
35Employees
3Clients
51-100Planning clients
13Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2025 — OAKMONT CORPORATION grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — OAKMONT CORPORATION shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.