# OAKMONTE WEALTH MANAGEMENT

OAKMONTE WEALTH MANAGEMENT of ORLANDO, FL is an SEC-registered investment adviser.

## Registration

- CRD: 304150
- Type: SEC-registered investment adviser
- Location: 3700 S CONWAY RD, ORLANDO, FL, 32812
- Phone: 407-412-9255
- Latest filing: 2026-08-07
- Regulatory AUM: $44.2M
- Non-discretionary AUM: $44.2M
- Clients: 3
- Accounts: 44

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304150/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304150/similar
- Related entities: https://search.stillhousedata.com/firm/304150/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304150

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.