OM Partners, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Brentwood, Tennessee
CRD number
323351
Registered since
September 7, 2023

Firm profile

FINTRX

Overview

OM Partners, LLC is organized as a limited liability company and appears on record as an SEC-registered adviser since 2023. The firm is listed with an owner structure that includes a domestic entity and an individual, and it is categorized as "Unclassified" in the snapshot data. The profile indicates OM Partners does not act as a capital allocator, is not an active ESG investor, is not registered as a multistate adviser, and is not designated a pension consultant or related adviser. The firm has not supplied detail about its advisory activities, business lines, or affiliations in the source data, so its client focus, fee arrangements, and core services are not described in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Lindsey Hicks

    Lindsey Hicks

    Client AssociateCRD 7140199

  • Nicholas Carteaux

    Nicholas Carteaux

    Partner, Co-FounderCRD 2648301

  • Jack Jeong

    Jack Jeong

    PartnerCRD 5580812

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Brentwood, TN

Williamson

Location

Brentwood, TN

Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
8 Crooked Stick Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth