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OMEGA WEALTH PRIVATE CAPITAL LLC
CRD 318012
7870 E. KEMPER ROAD, #430, CINCINNATI, OH, 45249, United States
Phone
513-657-1072
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$102.3M
Discretionary AUM
$102.3M
Team
10 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 264 | $56.3M |
| High net worth individuals | 22 | $46.0M |
All web addresses on file
Official SEC filing: View on IAPD