O
Omelina Group Wealth Management Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,200,000
Clients
10
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$1,420,000
About
Omelina Group Wealth Management provides portfolio management to individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering both discretionary and non‑discretionary services and preparing individualized Investment Policy Statements. The firm operates as a single‑advisor independent RIA managing roughly $14.2 million for about ten client relationships and charges percentage‑of‑AUM advisory fees like most peers.
The firm’s investment process emphasizes Dorsey Wright technical/risk management tools for a majority of clients alongside charting, fundamental, quantitative, cyclical analysis and modern portfolio theory, and it implements strategies ranging from long‑term holdings to short‑term trading. OGWM manages client assets directly (it does not select third‑party managers) and documents risk tolerances and periodic portfolio reviews, with clients receiving custodian statements and at‑least‑quarterly reviews by the firm’s sole advisor.
Noteworthy features for a firm of this size include the regular use of margin and options trading (including uncovered options and spread strategies) and a stated practice of requiring clients to use a specific broker‑dealer (Interactive Brokers), with the firm acknowledging receipt of research or other soft‑dollar benefits. The combination of a very small client base, in‑house management of all assets, reliance on Dorsey Wright tools and the availability of higher‑risk trading techniques distinguishes its service mix from many solo independent advisers.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Real estate investing
Annuities
Fee options
$100,000 - $500,000: 2.25% $500,000 - $1,000,000: 2.00% $1,000,000 - $1,500,000: 1.75% $1,500,000 - $2,000,000: 1.50% $2,000,000 - $2,500,000: 1.25% $2,500,000+: 1.00%
Fee-only: Fees are negotiable and final fee schedule is attached to the contract
Main office location
Omelina Group Wealth Management Inc.
Minocqua WI, United States
Number of offices
1
Most active in
Omelina Group Wealth Management Inc. has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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