345 INVESTMENT ADVISORY, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
5

Firm details

Headquarters
Scottsdale, Arizona
CRD number
342120
Registered since
May 15, 2026
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Omaz Holdco, LLC is organized as a limited liability company and is listed as a newly formed SEC-registered investment adviser (registration year 2026). The firm’s stated advisory activity centers on portfolio management for both individuals/small businesses and for businesses or institutional clients. Its fee model is a percentage-of-assets-under-management arrangement. Regulatory attributes on file indicate Omaz Holdco is not classified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or operate as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • DILLAN MICUS

    Owner & CEOCRD 4102466

  • Brady Schneider

    Chief Operations OfficerCRD 4596711

Contacts

3 of 3
  • PATRICK KEARNS

    Owner, PresidentCRD 4397945

  • Brendan Turelli

    Financial ProfessionalCRD 6771027

  • KEVIN FERM

    Financial ProfessionalCRD 4877766

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
4835 E Cactus Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth