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
By the Numbers
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Total Assets Under Management621MILLION
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Total Number of Accounts648ACCOUNTS
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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
Registered Investment Advisor
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.
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