Assets Under Management
$49.0M
Number of Clients
197
Number of Advisors
4
Average Client AUM
$249K
AUM per Advisor
$12.3M
Compensation
Fee-Only (AUM)
Omega Wealth Private Capital LLC provides tailored investment advice through discretionary portfolio management. They use a sub-adviser for back-office support, trading, and report preparation. Investment strategies are based on client objectives, risk tolerance, and financial information. Clients are required to provide prompt notice of any changes in their financial circumstances.
7870 E. Kemper Road, #430, Cincinnati, OH, 45249