SourcingSourcing

OAKMONT WEALTH ADVISORY, LLC

B54
CRD 299021·SEC 801-114266·COLUMBIA, MD
AUM
$124.2M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$373K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OAKMONT WEALTH ADVISORY, LLC
CRD
299021
SEC file #
801-114266
EIN
—
DBA names
White Oak Wealth Management

Economics

AUM
$124.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$126.5M → $124.2M▼ -2%
Client mix
Individuals Other50
Individuals High Net Worth12
Corporations2
Pension Profit Sharing Plans1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
COLUMBIA MD
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
whiteoakwealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WHITE OAK WEALTH MANAGEMENT,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
WHITE OAK WEALTH MANAGEMENT,
BERGER, WILLIAM, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WHITEOAKWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2016-04-26T00:13:31Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-26T00:13:31Z
Rdap Domain Last Changed
2025-04-26T14:33:58Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
BERGER, WILLIAM, DAVID
IAR · Executive Officer · 2.5%
2258317
JUSTIN TRAVERS ROUDIEZ
IAR
5354169
Andrew Ethan Magdar
IAR
8101143