Omega Wealth Partners, Inc.

Omega Wealth Partners, Inc. (CRD# 152919) is a financial advisory firm headquartered in Fort Worth, TX. They manage $732,000,000 in 639 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    732
    MILLION
  • Total Number of Accounts
    639
    ACCOUNTS
  • Average Account Value
    $1,145,540
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Omega Wealth Partners, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan D. Berry
CRD#: 5560679
300 Throckmorton Street, Suite 1450, Fort Worth, TX 76102

Jonathan Berry (CRD# 5560679) is an Investment Advisor Representative working at Omega Wealth Partners, Inc. in Fort Worth, TX and has over 13 years of experience in the finance industry.

2
Tamera A. Bryant
CRD#: 2486047
300 Throckmorton Street, Suite 1450, Fort Worth, TX 76102

Tamera Bryant (CRD# 2486047) is an Investment Advisor Representative working at Omega Wealth Partners, Inc. in Fort Worth, TX and has over 24 years of experience in the finance industry.

3
John M. Dickens
CRD#: 2696343
300 Throckmorton Street, Suite 1450, Fort Worth, TX 76102

John Dickens (CRD# 2696343) is an Investment Advisor Representative working at Omega Wealth Partners, Inc. in Fort Worth, TX and has over 26 years of experience in the finance industry.

4
Thomas S. Hardgrove
CRD#: 2218764
300 Throckmorton Street, Suite 1450, Fort Worth, TX 76102

Thomas Hardgrove (CRD# 2218764) is an Investment Advisor Representative working at Omega Wealth Partners, Inc. in Fort Worth, TX and has over 21 years of experience in the finance industry.

5
Carter A. Vaughan
CRD#: 6292312
300 Throckmorton Street, Suite 1450, Fort Worth, TX 76102

Carter Vaughan (CRD# 6292312) is an Investment Advisor Representative working at Omega Wealth Partners, Inc. in Fort Worth, TX and has over 8 years of experience in the finance industry.

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