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 registered with the SEC in 2023. Public filings indicate an ownership structure tied to a domestic entity and an individual, but the firm’s core business lines, client segments, and specific advisory activities are not described in the provided dataset. The firm is marked as unclassified for strategy/merchant type and is not identified as a capital allocator. It does not report active ESG investing, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser in the available records.

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

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Client base

Client personas

Contacts

3 of 7
  • Bennett Crain

    Bennett Crain

    Investment Banking AnalystCRD 8125765

  • 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