Omnicap Wealth Partners LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Miami, Florida
CRD number
336182
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Omnicap Wealth Partners LLC is an individually owned limited liability company that provides financial planning and discretionary portfolio management services aimed at individuals and small businesses. Its compensation arrangements are flexible and include asset-based fees, hourly billing, fixed fees and the use of performance-based fees in some engagements. FINTRX indicates the firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Zeinab Alamin

    Chief Compliance OfficerCRD 8087063

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
900 Brickell Key Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth