Omelina Group Wealth Management Inc.
RIASEC Registered
Total AUM
$14.2M
Discretionary
$14.2M
100% of AUM
Avg account
$1.4M
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 169334
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Omelina Group Wealth Management Inc. operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes both individuals and families, employing a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it has established itself in the wealth management space through its tailored investment strategies.
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
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Robert Omelina
Investment Adviser RepresentativeCRD 720896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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