# White Oak Wealth Management

> White Oak Wealth Management is an SEC-registered investment advisory firm in Columbia, MD, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 299021
- Filed as: WHITE OAK WEALTH MANAGEMENT
- Legal name: Oakmont Wealth Advisory, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbia, MD
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299021
- AdvisorCensus page: https://advisorcensus.com/firm/white-oak-wealth-management-columbia-md-299021

## Quick answers

**How is White Oak Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), White Oak Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is White Oak Wealth Management located?**
White Oak Wealth Management's principal office is in Columbia, MD, according to its Form ADV.

**Is White Oak Wealth Management registered with the SEC or a state?**
White Oak Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 299021.

**How much does White Oak Wealth Management manage?**
White Oak Wealth Management reports $124,223,423 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have White Oak Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for White Oak Wealth Management: Regulatory assets under management: $209,043,065 in the October 2021 data and $124,223,423 in the October 2026 data, down 41%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does White Oak Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (12); corporations or other businesses not listed above (2).

**Which custodians does White Oak Wealth Management use?**
White Oak Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does White Oak Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299021

**What changed in White Oak Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: No longer lists the business name White Oak Wealth Management. Regulatory assets under management went from $94,124,202 to $124,223,423 (+32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Minimum annual fee: $4,000

> The minimum annual fee for client accounts subject to a fee based on a percentage of assets under management is $4,000. The Adviser may, in its discretion, make exceptions to the foregoing or negotiate special fee arrangements where the Adviser deems it appropriate under the circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $124,223,423
- Discretionary: $124,223,423
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $31,924,209 |
| High net worth individuals | 12 | $92,130,442 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $160,468 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $8,304 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (7 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- whiteoakwealthmanagement.com
- LinkedIn @white-oak-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $209,043,065 | 5 | June 1, 2021 |
| October 2022 | $233,232,159 | 6 | February 15, 2022 |
| October 2023 | $218,249,208 | 6 | March 31, 2023 |
| October 2024 | $288,130,014 | 6 | February 28, 2024 |
| October 2025 | $94,124,202 | 2 | January 29, 2025 |
| October 2026 | $124,223,423 | 3 | March 11, 2026 |

Regulatory assets under management: $209,043,065 in the October 2021 data and $124,223,423 in the October 2026 data, down 41%.
Total employees: 5 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists the business name White Oak Wealth Management.
- Regulatory assets under management went from $94,124,202 to $124,223,423 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. White Oak Wealth Management (CRD 299021): Form ADV filing data as of October 2026.