A complete list of active advisors currently associated with Omega Wealth Private Capital LLC

Warmer can help you find a great advisor at Omega Wealth Private Capital LLC or one who fits your needs even better.

Omega Wealth Private Capital LLC provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and business entities. The firm implements tailored asset-allocation strategies and manages client accounts primarily through model portfolios and third‑party sub‑advisory arrangements. OWPC delegates trading, reporting, and back‑office functions to a sub‑advisor while retaining supervisory responsibility and ongoing client servicing; Foundations Investment Advisors LLC is disclosed as the affiliated sub‑advisor and source of the firm’s proprietary and third‑party models. The firm also discloses use of strategies such as direct indexing and the use of artificial intelligence tools (including meeting recordings) and acknowledges related risks like tracking error, political policy risk, and cybersecurity concerns. What distinguishes OWPC from many peers is its affiliation with another registered investment adviser (Foundations Investment Advisors LLC) and the resulting reliance on externally developed model portfolios from multiple managers (including Cabana Asset Management, Frontier Wealth Management, Morningstar Investment Management, and BlackRock Solutions). The firm is also commonly affiliated with an insurance agency (Wilson Private Capital, LLC), discloses receipt of certain economic benefits from its sub‑advisor (e.g., gifts under $500 and event or marketing reimbursements), and maintains a $500,000 account minimum while managing roughly $102 million in discretionary assets.

To learn more about the advisors currently working at Omega Wealth Private Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.