CRD: 299021
White OAK Wealth Management
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-08-2018
- Office Locations
- 1
Office Locations
About White OAK Wealth Management
Oakmont Wealth Advisory (White Oak Wealth Management) provides fee-only, fiduciary wealth management with holistic financial planning and discretionary investment management for individuals and families, including executives and retirees. The firm builds risk-aligned portfolios using public funds and ETFs, and delivers clear, education-focused guidance on complex needs like retirement plan consolidation and stock option strategies. Custodied via Raymond James.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM DAVID BERGER
Chief Compliance Officer, Managing Director, Senior Investment Advisor
- CRD
- #2258317
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Andrew Ethan Magdar
--
- CRD
- #8101143
JUSTIN TRAVERS ROUDIEZ
Director of Financial Planning
- CRD
- #5354169
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,223,423 | $671,478 |
| Non-Discretionary | $0 | -- |
| Total | $124,223,423 | $671,478 |
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Separately Managed Accounts
Total SMA Asset: $124,223,423
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $555,966,497 | 24.3% |
| Equity - Exchange | $947,202,181 | 41.4% |
| Equity - OTC | $221,929,013 | 9.7% |
| Cash | $311,158,204 | 13.6% |
| Municipal Bonds | $251,672,078 | 11.0% |
| Total | $2,287,927,973 | 100.0% |