OMEGA WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 330209
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Omega Wealth Management, LLC is a limited liability company that focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm operates as an insurance broker and offers a variety of fee structures, including a percentage of assets under management, hourly charges, and fixed fees. While the firm does not actively engage in ESG investing, it has carved out a niche in traditional financial advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Contacts
1 of 1Mahendra Rathore
Registered RepresentativeCRD 5328808
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 17210 Westmill Ln
- Time zone
- ET (UTC-5)
- Office locations
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