# Oakmonte Wealth Management

Oakmonte Wealth Management is a Multi Family Office based in Orlando, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Orlando, United States
- **Region:** North America
- **Address:** Princeton, NJ, United States
- **Founded:** 2010
- **Assets under management:** $2.5B (per public record, 2024)
- **Website:** oakmontewealth.com
- **LinkedIn:** https://www.linkedin.com/company/oakmonte-wealth-management

## Regulatory record

- **CRD number:** 304150
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304150

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Investment Management
- Estate Planning

## People

- John J. Kriz — Managing Partner
- Robert J. Martorana — Managing Partner
- Michael J. Shuhy — Managing Partner

## 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.

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Last updated: 2026-08-11T15:07:41.444Z

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