OMELINA GROUP WEALTH MANAGEMENT INC.

OMELINA GROUP WEALTH MANAGEMENT INC. is an SEC-registered investment adviser (CRD 169334). Regulatory assets under management: $14.2M.

Registration

• CRD: 169334
• Type: Registered investment adviser
• Phone: 715-356-3055
• Latest filing: 2026-07-13
• Regulatory AUM: $14.2M
• Discretionary AUM: $14.2M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169334 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search