OM Partners, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Brentwood, Tennessee
CRD number
323351
Registered since
September 7, 2023

Firm profile

FINTRX

Overview

OM Partners, LLC is organized as a limited liability company and appears in SEC registration records as of 2023. Ownership is listed as a mix of a domestic entity and an individual. The firm is categorized as “unclassified” in the source dataset and does not identify itself as a capital allocator, pension consultant, related adviser, or an active ESG investor. It is not reported to operate as a multi-state adviser. The dataset provides no description of the firm’s advisory activities, investment philosophy, client segments, fee schedules, or business lines, so there is no public detail here about who they serve or how they invest.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 7
  • Lindsey Hicks

    Lindsey Hicks

    Client AssociateCRD 7140199

  • Nicholas Carteaux

    Nicholas Carteaux

    Partner, Co-FounderCRD 2648301

  • Jack Jeong

    Jack Jeong

    PartnerCRD 5580812

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Brentwood, TN

Williamson

Location

Brentwood, TN

Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
8 Crooked Stick Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth