Oakmonte Wealth Management

Overview

Oakmonte Wealth Management is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines fee-based advisory work—charged as a percentage of assets and through fixed fees—with insurance brokerage services. Core advisory offerings listed on filings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Filings indicate the firm does not position itself as an institutional capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives