Be advised. This firm is no longer registered.

Omega Wealth Partners, Inc.

Omega Wealth Partners, Inc. (CRD# 152919) is a financial advisory firm headquartered in Fort Worth, TX. They manage $621,435,501 in 648 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
300 Throckmorton Street, Suite 1450, Fort Worth, TX 76102
https://www.youtube.com/channel/uc041rg_7hlvxzgn07br5qfw
By the Numbers
  • Total Assets Under Management
    621
    MILLION
  • Total Number of Accounts
    648
    ACCOUNTS
  • Average Account Value
    $959,005
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, MD, NY, OK, SC, TX, VA

Financial Advisors at Omega Wealth Partners, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals