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OMEGA WEALTH PRIVATE CAPITAL LLC

Advisory

CINCINNATI, OH

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in OH
#595
of 748 advisers by AUM
Average account
$145K
across 706 accounts
AUM per adviser
$20M
5 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$102M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
10
Assets Under Management
Total AUM$102M
Discretionary AUM$102M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients286
Team
Total Employees10
Investment Advisers5
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, KY, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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