Oakmonte Wealth Management

Overview

Oakmonte Wealth Management is an independent RIA organized as a limited liability company that serves both high-net-worth individuals/families and institutional clients. The firm combines advisory services — financial planning, portfolio management for individuals and small businesses, and pension consulting — with insurance brokerage capabilities, which supports its use of annuities as part of client solutions. Compensation is a mix of percentage-of-AUM and fixed fees. Oakmonte does not position itself as a capital allocator or as an active ESG investor. Oakmonte appears to operate primarily in a consultative, non-discretionary capacity: its filings show a strong tilt toward advisory and insurance work rather than running pooled investment vehicles or committing proprietary capital. The firm reports affiliations with another investment adviser and a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives