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Oakmonte Wealth Management
Oakmonte Wealth Management is a full-service Orlando wealth management and financial planning firm. It specializes in personalized comprehensive wealth...
Oakmonte Wealth Management
Oakmonte Wealth Management is a full-service Orlando wealth management and financial planning firm. It specializes in personalized comprehensive wealth management and retirement planning services for professionals, retirees, and small business owners. The firm provides independent financial and retirement planning in Central Florida.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
$2.5B (per public record, 2024)
Location
Region
North America
Country
United States
City
Orlando
Corporate office
Princeton, NJ, United States
Principals
John J. Kriz
Managing Partner
Robert J. Martorana
Managing Partner
Michael J. Shuhy
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Oakmonte Wealth Management?
Oakmonte is led by three Managing Partners — John J. Kriz, Robert J. Martorana, and Michael J. Shuhy — who together oversee investment strategy and client relationships. The firm employs a team-based approach rather than designating a single CIO (per the firm's ADV filing).
What investment stages does Oakmonte typically target?
Oakmonte's regulatory filings and public profile indicate a focus on traditional public market and alternative investment strategies, not venture-stage or early-growth direct investing. The firm allocates across liquid and illiquid asset classes with an emphasis on tax efficiency.
Does Oakmonte participate in fund commitments or only direct deals?
Public records suggest Oakmonte primarily commits to third-party investment funds on behalf of clients, rather than leading direct deals. Its ADV filing lists advisory services for separately managed accounts and pooled investment vehicles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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