Omega Wealth Partners, Inc
Answer a few questions and
get matched with an advisor.
Learn more about Omega Wealth Partners, Inc
Overview
Omega Wealth Partners, Inc is an advisory firm that has its headquarters in Fort Worth, Texas. It oversees $621.4 million in assets over 648 customer accounts, making it one of the bigger firms in the United States by assets under management (AUM). The firm has a small team, including 3 financial advisors. Omega Wealth Partners, Inc does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments like options, equities and bonds.
Omega Wealth Partners, Inc oversees 644 of the firm's client assets on a discretionary basis. Discretionary management signifies that transaction judgments are made by a portfolio manager without needing client authorization. It also manages four non-discretionary accounts totaling $4.9 million in AUM. The investment advisory firm's average account size is $959,005. An average financial advisor at Omega Wealth Partners, Inc administers about 216 client accounts.
Omega Wealth Partners, Inc's central office is located at 300 Throckmorton Street, Fort Worth, Texas 76102. It is legally permitted to serve investors across 11 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Omega Wealth Partners, Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$621.4 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
648
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$959.0 thousand
Products and Services
Services that Omega Wealth Partners, Inc provides can include financial planning services and portfolio management for individuals and small businesses. Notably, the firm did not provide any of its customers with financial planning services in the prior fiscal year. Omega Wealth Partners, Inc is not engaged in selling products or offering services aside from investment advice to its investment advisory accounts. The firm is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, lawyer or law firm and insurance company or agency.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually vary depending on the type of services offered. However, fee types charged by Omega Wealth Partners, Inc most likely are comprised of any combination of the following fee structures: asset-based or fixed. Omega Wealth Partners, Inc does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a broad range of investors. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 648 customers, Omega Wealth Partners, Inc's largest client group by number of accounts is retail investors, though it also serves 251 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 38.5%
- Other Individuals - 60.12%
- Corporations - 0.77%
- Charitable Organizations - 0.61%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Omega Wealth Partners, Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Omega Wealth Partners, Inc
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.