OMEGA WEALTH PARTNERS, INC.
Adviser information for OMEGA WEALTH PARTNERS, INC. last updated from Form ADV on April 24th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 644 | $616.5M |
| Non-Discretionary | 4 | $4.9M |
| Total | 648 | $621.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 392 | $303.5M |
| HNW Individuals | 251 | $296.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $4.9M |
| Charitable organizations | <5 | $10.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $5.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-71846 |
|---|---|
| SEC ERA File Number | 801-71846 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 152919 |
| Legal Entity Identifier | None |
Principal Office
300 THROCKMORTON STREETSUITE 1450
FORT WORTH
TX
United States
Monday - Friday, 7:30 AM TO 4:30 PM
Tel: 817-335-5739, Fax: 817-336-4326
Chief Compliance Officer
TAMERA BRYANT
CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER
300 THROCKMORTON STREET
SUITE 1450
FORT WORTH
TX
United States
Tel:
817-727-0741
Fax:
817-336-4326
T****@**********M
(Full email address available in API data)
Regulatory Contact
TAMMY BRYANT
CHIEF OPERATING OFFICER
300 THROCKMORTON STREET
SUITE 1450
FORT WORTH
TX
United States
Tel:
817-727-0741
Fax:
817-336-4326
T****@******************M
(Full email address available in API data)
Industry Affiliates
| CAPFINANCIAL SECURITIES, LLC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CAPTRUST | Other investment adviser, including financial planners |
| OMEGA SECURITIES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRYANT, TAMERA, ANN | Individual | – | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | 02/2012 | 25-50% |
| DICKENS, JOHN, MARSHALL | Individual | – | MANAGING DIRECTOR | 02/2012 | 25-50% |
| HARDGROVE, THOMAS, STANLEY | Individual | – | MANAGING DIRECTOR | 02/2012 | 25-50% |