OAKMONTE WEALTH MANAGEMENT

OAKMONTE WEALTH MANAGEMENT of ORLANDO, FL is an SEC-registered investment adviser (CRD 304150). Regulatory assets under management: $34.4M.

Registration

• CRD: 304150
• Type: Registered investment adviser
• Location: 3700 S CONWAY RD, ORLANDO, FL, 32812
• Phone: 407-412-9255
• Latest filing: 2026-05-04
• Regulatory AUM: $34.4M
• Non-discretionary AUM: $34.4M
• Clients: 3
• Accounts: 38

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304150 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search