# WHITE OAK WEALTH MANAGEMENT

> FINRA firm 299021 · ACTIVE · COLUMBIA, MD

## Key facts

- **FINRA firm ID:** 299021
- **Firm name:** WHITE OAK WEALTH MANAGEMENT
- **Other names:** OAKMONT WEALTH ADVISORY, LLC, WHITE OAK WEALTH MANAGEMENT, PIEDMONT WEALTH ADVISORY
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-114266
- **Branches:** 3
- **Has disclosure events:** No
- **Headquarters:** COLUMBIA, MD, 21045, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/299021

## Citation

> FINRA BrokerCheck, firm 299021 (WHITE OAK WEALTH MANAGEMENT). Retrieved via AI Analytics 2026-07-14 from https://api.ai-analytics.org/broker/299021.

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