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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WHITE OAK WEALTH MANAGEMENT

OAKMONT WEALTH ADVISORY, LLC, CRD 299021

COLUMBIA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:effecd7c-d170-9d9c-c094-5a445996a148

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 7
On other graphs: 0
Observed: Oct 9, 2018 to Mar 11, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $124MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $124M
Private client RAUM: $124MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $41.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 185
Individual clients: 50
High net worth clients: 12
SEC number: 801-114266
CRD: 299021
Filings on the tape: 16
First filed: Oct 9, 2018
Latest filed: Mar 11, 2026
Organised: Limited Liability Company, VA
Website: whiteoakwealthmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM DAVID BERGER	n/a	COLUMBIA, MD	7	13	2	no
JUSTIN TRAVERS ROUDIEZ	Certified Financial Planner\|Chartered Financial Consultant	COLUMBIA, MD	7	18	1	no
Andrew Ethan Magdar	n/a	COLUMBIA, MD	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERGER, WILLIAM, DAVID	OWNER/MANAGER	E	yes	04/2016	Oct 9, 2018	Dec 23, 2024
BERGER, WILLIAM, DAVID	ELECTED MANAGER, CHIEF COMPLIANCE OFFICER	Na	yes	09/2018	Oct 9, 2018	Dec 23, 2024
WHITE OAK WEALTH MANAGEMENT, LLC	Owner	D	yes	09/2018	Mar 8, 2019	Dec 23, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$124M	$124M	3	2	0	n/a	n/a
2024	Jan 29, 2025	$94.1M	$94.1M	2	2	0	n/a	n/a
2023	Feb 28, 2024	$288M	$288M	6	5	1	n/a	n/a
2022	Mar 31, 2023	$218M	$218M	6	5	1	n/a	n/a
2021	Feb 15, 2022	$233M	$233M	6	5	1	n/a	n/a
2020	Mar 15, 2021	$209M	$209M	5	4	1	n/a	n/a
2019	Mar 17, 2020	$162M	$162M	5	4	1	n/a	n/a
2018	Mar 8, 2019	$127M	$127M	5	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$124M	$94.1M	32.0%	$218M	-17.1%	3	2	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PIEDMONT WEALTH ADVISORY	3	Dec 31, 2024	Nov 25, 2024	COLUMBIA, MD	Firm absorbed	RIA to new firm	60.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HAYDEN ROYAL	3	Jan 4, 2019	Jan 3, 2019	CHARLOTTE, NC	Team lift out	RIA to new firm	13.6%

Relationships

Affiliated with (1)

← PIEDMONT WEALTH ADVISORYRegistered adviserother investment adviser, common control
factForm ADV

Registered with (6)

← Andrew Ethan MagdarAdvisorregistration: current employment
May 9, 2026 to presentfactForm ADV
← WILLIAM DAVID BERGERAdvisorregistration: current employment
Jan 3, 2019 to presentfactForm ADV
← JUSTIN TRAVERS ROUDIEZAdvisorregistration: current employment
Jan 3, 2019 to presentfactForm ADV
← DOUGLAS HART BIRNIEAdvisorregistration: previous registration
Jan 3, 2019 to Dec 31, 2024factForm ADV
← JAMES ALBERT SEXTONAdvisorregistration: previous registration
Jan 3, 2019 to Dec 31, 2024factForm ADV
← Paul Michael BradleyAdvisorregistration: previous registration
Jan 11, 2022 to Dec 31, 2024factForm ADV

Controls (2)

← BERGER, WILLIAM, DAVIDOwnerOWNER/MANAGER, ownership code E, individual
Oct 9, 2018 to Dec 23, 2024factForm ADV
← WHITE OAK WEALTH MANAGEMENT, LLCOwnerOWNER, ownership code D, domestic entity
Mar 8, 2019 to Dec 23, 2024factForm ADV

Moved with (2)

→ PIEDMONT WEALTH ADVISORYRegistered adviser3 advisors, firm absorbed, same day
Dec 31, 2024 to Nov 25, 2024factForm ADV
← HAYDEN ROYALRegistered adviser3 advisors, team lift out, same day
Jan 4, 2019 to Jan 3, 2019factForm ADV

Dated events

Occurred
Dec 31, 2024
Firm absorbed
White Oak Wealth Management's advisors moved to Piedmont Wealth Advisory (Columbia, MD): 3 of 5 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Dec 31, 2024
Advisor changed firm
Paul Michael Bradley left White Oak Wealth Management for Piedmont Wealth Advisory (registered 2024-11-25)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2024
Advisor changed firm
James Albert Sexton left White Oak Wealth Management for Piedmont Wealth Advisory (registered 2024-11-25)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Douglas Hart Birnie left White Oak Wealth Management for Piedmont Wealth Advisory (registered 2024-11-25)
Form ADVobserved 6 days ago
Occurred
Dec 23, 2024
Regulatory AUM changed
White Oak Wealth Management reported RAUM $96.2M, down 67% from $288.1M (2024-11-08 to 2024-12-23)
Form ADVobserved 6 days ago
$-192M
Occurred
Dec 23, 2024
Control person left
Hart Douglas Birnie (Elected Manager) no longer on Schedule A of White Oak Wealth Management (listed 2024-11-08, absent 2024-12-23)
Form ADVobserved 6 days ago
Occurred
Oct 9, 2018
First Form ADV filing
Oakmont Wealth Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:effecd7c-d170-9d9c-c094-5a445996a148
First observed: Oct 9, 2018
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WHITE OAK WEALTH MANAGEMENT

OAKMONT WEALTH ADVISORY, LLC, CRD 299021

COLUMBIA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:effecd7c-d170-9d9c-c094-5a445996a148

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM DAVID BERGER

n/a

COLUMBIA, MD

JUSTIN TRAVERS ROUDIEZ

Certified Financial Planner|Chartered Financial Consultant

COLUMBIA, MD

Andrew Ethan Magdar

n/a

COLUMBIA, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERGER, WILLIAM, DAVID

OWNER/MANAGER

yes

04/2016

Oct 9, 2018

Dec 23, 2024

BERGER, WILLIAM, DAVID

ELECTED MANAGER, CHIEF COMPLIANCE OFFICER

yes

09/2018

Oct 9, 2018

Dec 23, 2024

WHITE OAK WEALTH MANAGEMENT, LLC

Owner

yes

09/2018

Mar 8, 2019

Dec 23, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$124M

n/a

2024

Jan 29, 2025

$94.1M

n/a

2023

Feb 28, 2024

$288M

n/a

2022

Mar 31, 2023

$218M

n/a

2021

Feb 15, 2022

$233M

n/a

2020

Mar 15, 2021

$209M

n/a

2019

Mar 17, 2020

$162M

n/a

2018

Mar 8, 2019

$127M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$124M

$94.1M

32.0%

$218M

-17.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PIEDMONT WEALTH ADVISORY

Dec 31, 2024

Nov 25, 2024

COLUMBIA, MD

Firm absorbed

RIA to new firm

60.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HAYDEN ROYAL

Jan 4, 2019

Jan 3, 2019

CHARLOTTE, NC

Team lift out

RIA to new firm

13.6%