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WHITE OAK WEALTH MANAGEMENT

COLUMBIA, MD · CRD 299021 · IAPD ↗ · whiteoakwealthmanagement.com · 443-741-9101

$124.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — OAKMONT WEALTH ADVISORY, LLC is now doing business as WHITE OAK WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
April 2026 — WHITE OAK WEALTH MANAGEMENT reported RAUM up 32% ($94.1M -> $124.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
January 2025 — OAKMONT WEALTH ADVISORY, LLC reported RAUM down 67% ($288.1M -> $96.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
January 2025 — OAKMONT WEALTH ADVISORY, LLC moved its main office from RESTON, VA to COLUMBIA, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
January 2025 — OAKMONT WEALTH ADVISORY, LLC shrank from 5 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
64
March 2024 — OAKMONT WEALTH ADVISORY, LLC reported RAUM up 32% ($218.2M -> $288.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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