Omelina Group Wealth Management Inc.

Overview

Omelina Group Wealth Management Inc. is a very small, sole-proprietorship advisory firm focused on portfolio management for individuals and small businesses. The practice is owner-operated and bills clients on a percentage-of-assets basis. Its client base is individual and family households rather than institutions; the firm is not registered as a multi-state adviser, does not present itself as a capital allocator, and is not positioned as a pension consultant. The firm reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices