OAKMONT WEALTH ADVISORY, LLC of COLUMBIA, MD is an SEC-registered investment adviser (CRD 299021). Regulatory assets under management: $124.2M.
Compensation: % of AUM, Hourly.
Clients served: High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| William David Berger | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER; OWNER/MANAGER | — |
| BIRNIE DOUGLAS HART | ELECTED MANAGER; OWNER/MANAGER | — |
| BERGER WILLIAM DAVID | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER; OWNER/MANAGER | — |