Omega Wealth Private Capital LLC

Overview

Omega Wealth Private Capital LLC is a small, non-independent retail RIA organized as an LLC that manages portfolios for individual and family clients. The firm bills on a percentage-of-assets basis and performs discretionary portfolio management while also engaging third-party manager selection. It identifies as a capital allocator and maintains relationships with other advisers and insurance companies as part of its distribution or sourcing network. The firm does not position itself as an ESG investor and is not described as a multi-state or pension-focused adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices