What is Oakmont Partners, LLC's NAICS code?

Oakmont Partners, LLC's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Acquisition synergies Oakmont Partners was acquired by Wealth Management in 2019, signaling potential cross-sell opportunities with a larger RIA ecosystem and access to a broader client base.

Small team leverage With a lean staff and $10M-$25M in revenue, Oakmont presents opportunities for scalable technology, back-office support, and outsourced services to improve margins.

Wealth tech fit Current tech stack is light (Google Fonts API, jQuery), indicating room to introduce modern, compliant onboarding, CRM, and security solutions to enhance client experience.

Growth potential Affiliation with a multi-firm network through Wealth Management and proximity to Massachusetts and Florida RIAs suggests expansion possibilities and client diversification strategies.

Financial health signals Reported revenue range places Oakmont among mid-sized independent advisers; targeted financial planning tools and performance analytics could help differentiate in a competitive market.

Oakmont Partners, LLC Tech Stack

Oakmont Partners, LLC uses 2 technology products and services including Google Fonts API, jQuery, and more. Explore Oakmont Partners, LLC's tech stack below.

Google Fonts API
Font Scripts
jQuery
Javascript Libraries

Media & News

Wealth Management Group acquired Oakmont Partners, LLC on Jan 3rd '19
Earlier this year, Dakota acquired Oakmont Partners, an RIA in Massachusetts with over $300 million in assets, and Strategic Asset Management Group, a group in Florida with $150 million.
Jan 03, 2019 | www.wealthmanagement.com

Oakmont Partners, LLC's Email Address Formats

Oakmont Partners, LLC uses at least 2 email formats:

Oakmont Partners, LLC Email Formats	Example	Percentage
FLast@oakmontpwm.com	JDoe@oakmontpwm.com	56%
First.Last@oakmontpwm.com	John.Doe@oakmontpwm.com	44%

Frequently Asked Questions

What is Oakmont Partners, LLC's phone number?

You can contact Oakmont Partners, LLC's main corporate office by phone at

+1-617-227-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Oakmont Partners, LLC's official website and social media links?

Oakmont Partners, LLC's official website is oakmontpwm.com and has social profiles on LinkedIn.

How much revenue does Oakmont Partners, LLC generate?

As of September 2026, Oakmont Partners, LLC's annual revenue is estimated to be $10M - $25M.

What is Oakmont Partners, LLC's SIC code and NAICS code?

Oakmont Partners, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Oakmont Partners, LLC have currently?

As of September 2026, Oakmont Partners, LLC has approximately 5 employees across 2 continents, including North America and Europe. Key team members include Senior Associate: L. B. Explore Oakmont Partners, LLC's employee directory with LeadIQ.

What industry does Oakmont Partners, LLC belong to?

Oakmont Partners, LLC operates in the Investment Management industry.

What technology does Oakmont Partners, LLC use?

Oakmont Partners, LLC's tech stack includes Google Fonts API and jQuery.

What is Oakmont Partners, LLC's email format?

Oakmont Partners, LLC's email format typically follows the pattern of FLast@oakmontpwm.com. Find more Oakmont Partners, LLC email formats with LeadIQ.

When was Oakmont Partners, LLC founded?

Oakmont Partners, LLC was founded in 2004.

Oakmont Partners, LLC

Q: What is Oakmont Partners, LLC's official website and social media links?

Oakmont Partners, LLC's official website is oakmontpwm.com. Oakmont Partners, LLC has social profiles on LinkedIn.

Q: How many employees does Oakmont Partners, LLC have currently?

Oakmont Partners, LLC has approximately 5 employees.

Investment ManagementMassachusetts, United States2-10 Employees

Oakmont Partners, LLC operates in the investment management sector, providing personal wealth management services. The firm emphasizes creating plans that reflect a client's investment objectives, risk tolerance, and tax situation. In addition to portfolio guidance, it offers counsel on general life management decisions to help clients pursue their personal goals.

Based in Peabody, Massachusetts, it serves a small, team-oriented practice focused on individual clients seeking disciplined, long-term wealth guidance. In January 2019, Wealth Management acquired Oakmont Partners, an industry development noted in coverage.