OMEGA WEALTH PRIVATE CAPITAL LLC

OMEGA WEALTH PRIVATE CAPITAL LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 318012). Regulatory assets under management: $102.3M.

Registration

• CRD: 318012
• Type: Registered investment adviser
• Location: 7870 E. KEMPER ROAD, CINCINNATI, OH, 45249
• Phone: 513-657-1072
• Latest filing: 2026-03-23
• Regulatory AUM: $102.3M
• Discretionary AUM: $102.3M
• Clients: 10
• Accounts: 706

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318012 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search