3A PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
8
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST LAKE HILLS, Texas
CRD number
331371
Registered since
April 16, 2026

Firm profile

FINTRX

Overview

3a Partners, LLC is organized as a limited liability company and is SEC-registered in 2026. The firm’s public profile shows it operates primarily through broker-dealer and insurance channels: it is identified as a registered representative of a broker-dealer and an insurance broker. Ownership is listed as a combination of a domestic entity and an individual, and the firm’s classification is recorded as unclassified. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a multistate adviser. Industry affiliations recorded for the firm span a wide set of financial roles—broker-dealer, other investment adviser, commodity/managed-futures entities (CPO/CTA, FCM), banking or thrift institution, trust company, insurance company, pension consultant, and sponsor/GP/managing member of pooled investment vehicles—which suggests the entity participates across transactional, distributional, and sponsor roles rather than operating solely as a traditional discretionary asset manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • EDWARD GEORGE O'MALLEY

    Registered RepresentativeCRD 5902666

  • PATRICK CHISM

    Managing DirectorCRD 2875421

  • VINCENT JENKINS

    Registered RepresentativeCRD 5124874

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WEST LAKE HILLS, TX

TRAVIS

Location

WEST LAKE HILLS, TX

Headquartered in WEST LAKE HILLS, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1250 S Capital of Texas Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth