OMAZ HOLDCO, LLC
Firm details
- Headquarters
- Woody Creek, Colorado
- CRD number
- 342120
- Registered since
- May 15, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Woody Creek, CO
PITKIN
Location
Woody Creek, CO
Headquartered in Woody Creek, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.
- Metro area
- Edwards-Glenwood Springs, CO
- Region
- West
- County
- PITKIN
- Address
- 137 Woody Creek Plz
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
JFG FAMILY OFFICE
RIADENVER, CO
MCALVANY WEALTH MANAGEMENT, LLC
RIADURANGO, CO
HALCYON WEALTH MANAGEMENT, LLC
RIABOULDER, CO
GREEN ALPHA INVESTMENTS
RIANIWOT, CO
FIDUCIARY CONSULTING GROUP
RIAGREENWOOD VILLAGE, CO
NORMANDY CAPITAL MANAGEMENT, LLC
RIALAKEWOOD, CO