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Joseph Wilson

Omega Wealth Private Capital LLC
20 Years of Experience
Cincinnati, OH
Sells Insurance
View SEC Summary
View SEC Summary

Joseph Wilson is a registered investment advisor at Omega Wealth Private Capital LLC, based in Cincinnati, OH, with 20 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 286 clients with $100M in assets under management.

Omega Wealth Private Capital LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
286 clients
Average Client Portfolio
$358K average
Assets Under Management
$102.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee ranges between 0.25% and 2.00% and is negotiable based on account value and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7870 E. Kemper Road, #430, Cincinnati, OH, 45249

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph is a managing member and licensed agent at Wilson Private Capital, LLC, focusing on insurance sales and services since July 2024. This activity takes nearly all of Joseph's time, including during trading hours.

Employment History
Current Registrations
Omega Wealth Private Capital LLC
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Ae Wealth Management, LLC
March 2019 - March 2022 · 3 yrs
G.F. Investment Services, LLCBroker
July 2014 - March 2019 · 4 yrs 8 mos
Global Financial Private Capital, LLC
July 2014 - March 2019 · 4 yrs 8 mos
Ameriprise Financial Services, INC.
October 2009 - July 2014 · 4 yrs 9 mos
Ameriprise Financial Services, INC.Broker
October 2009 - July 2014 · 4 yrs 9 mos
Ameriprise Advisor Services, INC.
May 2009 - October 2009 · 5 mos
Ameriprise Advisor Services, INC.Broker
May 2009 - October 2009 · 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2009 · 1 yr 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2009 · 1 yr 4 mos
A. G. Edwards & Sons, INC.
August 2006 - January 2008 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
July 2006 - January 2008 · 1 yr 6 mos
State Registrations3 states
INKYOH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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