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OAKMONT ADVISORY GROUP, LLC

ALBUQUERQUE, NM · CRD 158890 · IAPD ↗ · 505-821-6966

$149.5MRegulatory AUM
3Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — OAKMONT ADVISORY GROUP, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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