OM Partners, LLC

Broker-DealerFINRA Member
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 is listed in FINTRX as an unclassified advisory entity. Ownership is shown as a mix of a domestic entity and an individual. The dataset provides minimal detail on the firm's client segments, fee arrangements, or the specific advisory services it offers. On investment posture, OM Partners does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a pension consultant, related adviser, or multi‑state adviser, and it is not marked as a newly formed adviser. Those attributes suggest a relatively narrow operational profile in the available records, but the firm’s investment strategies, product lineup, and target clientele are not described in the source data.

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

FINTRX

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