Overview
Assets Under Management: $621 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 251
Average Client Assets: $1.2 million
Frequently Asked Questions
OMEGA WEALTH PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152919), OMEGA WEALTH PARTNERS, INC. is subject to fiduciary duty under federal law.
OMEGA WEALTH PARTNERS, INC. is headquartered in FORT WORTH, TX.
OMEGA WEALTH PARTNERS, INC. serves 251 high-net-worth clients according to their SEC filing dated April 24, 2023. View client details ↓
According to their SEC Form ADV, OMEGA WEALTH PARTNERS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
OMEGA WEALTH PARTNERS, INC. manages $621 million in client assets according to their SEC filing dated April 24, 2023.
According to their SEC Form ADV, OMEGA WEALTH PARTNERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 251
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.73%
Average Client Assets: $1.2 million
Total Client Accounts: 648
Discretionary Accounts: 644
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 152919
Filing ID: 1751307
Last Filing Date: 2023-04-24 11:05:00