Omega Wealth Private Capital Llc
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $102M
- Discretionary
- $102M
- Clients
- 286
- Avg AUM / client
- $358K
- Accounts
- 706
- Employees
- 10
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 264 | $56.3M | 55.1% |
| High net worth individuals | 22 | $46.0M | 44.9% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Roe Wilson | Registered representative | Jan 2022 (5y) | ||
| Douglas Alan Ducker | Registered representative | Feb 2025 (1y) | ||
| Keith A Lewis | Registered representative | Mar 2025 (1y) | ||
| Bradley W Johansen | Registered representative | May 2025 (1y) | ||
| David Jay Fuehner | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $84.3M (82% of AUM) Mar 2026
- Fidelity Distributors Company Llc $18.0M (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗