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William David Berger

Oakmont Wealth Advisory, LLC

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About William David Berger

William David Berger is an investment advisor representative at Oakmont Wealth Advisory, LLC. William has been in the industry since 2011 and is registered with the state of Maryland. William has a Series 65 license and holds a Uniform Investment Adviser Law Examination certification. William is also the owner of White Oak Wealth Management, LLC, an entity with partial ownership of Oakmont Wealth Advisory, LLC. William specializes in financial planning and portfolio management for individuals and businesses.

Firm Information

William Berger is currently registered with Oakmont Wealth Advisory, LLC. Oakmont Wealth Advisory, LLC is a registered investment advisor headquartered in Reston, Virginia. The firm manages approximately $94.12 million in assets for 246 clients, including individuals, high-net-worth individuals, and corporations. They provide portfolio management for individuals and pension consulting services.
Oakmont Wealth Advisory, LLC

12030 SUNRISE VALLEY DRIVE

RESTON, VA 20191

$94.12M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Berger’s Registration & Firm History

MD

01/03/2019 - Present

Oakmont Wealth Advisory, LLC (COLUMBIA MD)

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Licenses & Designations

IA

Issued 02/07/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William David Berger.
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