Omega Wealth Partners Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Omega Wealth Partners Inc ✚
CRD #	152919
SEC #	801-71846
CIK #
AUM
Employees	4 (75% Investors, 100% Brokers)
Phone	817-335-5739
Address	300 Throckmorton Street Fort Worth, TX 76102
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	392	0.3
(b) Individuals (high net worth individuals)	251	0.3
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	4	0.0
(h) Charitable organizations	4	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	1	0.0
(n) Other	0	0.0
Total	648	0.6
By Discretionary
Discretionary	644	0.6
Non-Discretionary	4	0.0
Total	648	0.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		0.6
Total	648	0.6

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