CRD: 318012
Omega Wealth Private Capital LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-24-2022
- Office Locations
- 2
Office Locations
About Omega Wealth Private Capital LLC
Omega Wealth Private Capital (Cincinnati, OH) is a retail RIA providing financial planning and portfolio management, including estate/legacy planning and insurance coordination. The firm emphasizes asset allocation and tax-efficient implementation, primarily using ETFs (with some mutual fund use). Works on Schwab and Fidelity/NFS platforms and has an athlete client focus.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KELSEY E ALBRINCK
Chief Compliance Officer, Director of Operations
- CRD
- --
- Ownership
- Less than 5%
JOSEPH ROE WILSON III
Chief Executive Officer, Founder, President
- CRD
- #5148977
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DOUGLAS ALAN DUCKER
--
- CRD
- #5771029
David Jay Fuehner
--
- CRD
- #2999428
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,298,856 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,298,856 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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