Oakmont Wealth Advisory LLC

Oakmont Wealth Advisory LLC, legally known as OAKMONT WEALTH ADVISORY, LLC, is a Virginia-based limited liability company that employs five professionals, out of which four work in advisory roles. While the firm's client base remains unknown, it is listed as approved by the U.S. Securities and Exchange Commission as of November 8, 2018.

• DOUGLAS HART BIRNIE

  ELECTED MANAGER owns less than 5%

• PIEDMONT WEALTH ADVISORY LLC

  OWNER owns more than 50% but less than 75%

• WHITE OAK WEALTH MANAGEMENT, LLC

  OWNER owns more than 50% but less than 75%

• WILLIAM DAVID BERGER

  ELECTED MANAGER, CHIEF COMPLIANCE OFFICER owns less than 5%

• DOUGLAS HART BIRNIE

  OWNER/MANAGER owns 75% or more

• WILLIAM DAVID BERGER

  OWNER/MANAGER owns 75% or more

• BIRKS FINANCIAL CORP.
• Hughes Financial Services LLC
• Northwest Financial Advisors LLC