OMEGA WEALTH PRIVATE CAPITAL LLC

Overview

Omega Wealth Private Capital LLC operates as a fee-based investment adviser focused on individuals and families, with discretionary portfolio management and the ability to select third-party managers. The firm structures fees as a percentage of assets under management and acts as a capital allocator, blending in-house portfolio construction with outsourced manager relationships. Its stated advisory activities emphasize tailored portfolio management for individual and small business clients and manager selection, which points to a model that combines separately managed account strategies with allocations to external fund managers. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related adviser. Investment preference data and its asset mix indicate a core emphasis on exchange-traded equities, supplemented by mutual funds and corporate debt for fixed-income exposure and liquidity. As a limited liability company serving a client base of individuals and families, Omega Wealth’s operating model centers on customized equity exposure alongside select alternative allocations.

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