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Oakmonte Wealth Management

Oakmonte Wealth Management. CRD 304150

Oakmonte Wealth Management logo

CRD: 304150

Oakmonte Wealth Management

Orlando, FL, 32812
4074129255
oakmontewealth.com
$34.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
12 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Altruist
Clients
Retail and Institutional
Platforms
Radial radial
Established Date
09-06-2019
Office Locations
1

Office Locations

3700 S Conway RD STE 112 Orlando FL

About Oakmonte Wealth Management

Oakmonte Wealth Management is a full-service Orlando wealth management and financial planning firm providing comprehensive wealth management and retirement planning for professionals, retirees, and small business owners. Founded by estate-planning attorney/ChFC James J. Flick, the team brings disciplined investment and insurance guidance for clients with complex estate, business, and tax structures (including offshore considerations) and custodies on Altruist.

Team overview

-- AVG AGE
$17.2M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
4.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Ember radial Value quantum Zenith oak Timber vital

Client Personas

Bridge unison Vertex eagle Radial

Custodian

Vector harbor Delta Fusion Peak quantum Capital meridian

Investment Themes

Foundation zenith Signal Legacy Signal bridge

Investment Vehicles

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Platform

Insight

Services

Vector glacier Wave quantum Atlas legacy Pioneer prime Prime vital Beacon Insight timber Frontier Alpha Quantum vector

Technology

Delta crest

Owner & Executives

J

JAMES J FLICK

Chief Compliance Officer, Financial Consultant, Managing Member

CRD
#7115889
Ownership
75% or more
(858) 494-9065
harbor.oak@beaconcapital.com
in linkedin.com/in/timber-eagle
Meghan Ann Collins

Meghan Ann Collins

Managing Member, Partner

CRD
#7707923
Ownership
10% but less than 25%
(896) 757-6367
pathway.harbor@ridgecapital.com
in linkedin.com/in/peak-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $34,379,703 --
Total $34,379,703 --

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Separately Managed Accounts

Total SMA Asset: $34,379,703

$34.4M Total SMA
Public Funds:
29.1%
U.S. Government/Agency:
38.8%
Cash:
32.1%
Asset class Assets Assets %
Public Funds $2,440,698,828 29.1%
U.S. Government/Agency $3,254,265,104 38.8%
Cash $2,692,317,265 32.1%
Total $8,387,281,197 100.0%

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