OMEGA WEALTH PARTNERS, INC.
CRD #152919 SEC #801-71846 FORT WORTH, TX 817-335-5739
SEC Registered Broker-Dealer
Total AUM
$621.4M
Discretionary
$616.5M
Employees
4
Clients
0
Accounts
648
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $621.4M | $616.5M | $4.9M | 4 | 0 |
| Mar 2023 | $621.4M | $616.5M | $4.9M | 4 | 0 |
| Mar 2022 | $732M | $732M | $0 | 5 | 0 |
| Mar 2021 | $617.5M | $617.5M | $0 | 4 | 0 |
| Jun 2020 | $526M | $526M | $0 | 8 | 0 |
| Apr 2020 | $526M | $526M | $0 | 8 | 0 |
| Mar 2019 | $471.2M | $471.2M | $0 | 7 | 0 |
| Apr 2018 | $381.8M | $381.8M | $0 | 7 | 0 |
| Mar 2018 | $381.8M | $381.8M | $0 | 7 | 0 |
| Mar 2018 | $261.8M | $261.8M | $0 | 7 | 575 |
| Aug 2017 | $261.8M | $261.8M | $0 | 7 | 575 |
| Apr 2017 | $261.8M | $261.8M | $0 | 7 | 575 |
| Apr 2017 | $261.8M | $261.8M | $0 | 7 | 575 |
| Mar 2017 | $261.8M | $261.8M | $0 | 7 | 575 |
| Aug 2016 | $212.7M | $212.7M | $0 | 5 | 508 |
| Aug 2016 | $212.7M | $212.7M | $0 | 5 | 508 |
| Mar 2016 | $212.7M | $212.7M | $0 | 5 | 508 |
| Nov 2015 | $211.4M | $211.4M | $0 | 5 | 482 |
| Mar 2015 | $211.4M | $211.4M | $0 | 5 | 482 |
| Jan 2015 | $202.6M | $202.6M | $0 | 5 | 398 |
| Mar 2014 | $2B | $2B | $0 | 5 | 398 |
| Jun 2013 | $171.1M | $171.1M | $0 | 5 | 130 |
| Mar 2013 | $171.1M | $171.1M | $0 | 5 | 130 |
| Mar 2013 | $133.9M | $133.9M | $0 | 5 | 130 |
| Mar 2012 | $133.9M | $133.9M | $0 | 1 | 130 |
| Feb 2012 | $133.9M | $133.9M | $0 | 1 | 130 |
| Nov 2011 | $125.9M | $125.9M | $0 | 1 | 130 |
| Mar 2011 | $84.3M | $84.3M | $0 | 5 | -- |
| Mar 2011 | $84.3M | $84.3M | $0 | 5 | -- |
| Sep 2010 | $48.5M | $48.5M | $0 | 5 | -- |
DateApr 2023
Total AUM$621.4M
Discretionary$616.5M
Non-Disc.$4.9M
Employees4
Clients0
DateMar 2023
Total AUM$621.4M
Discretionary$616.5M
Non-Disc.$4.9M
Employees4
Clients0
DateMar 2022
Total AUM$732M
Discretionary$732M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$617.5M
Discretionary$617.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$526M
Discretionary$526M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$526M
Discretionary$526M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$471.2M
Discretionary$471.2M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$381.8M
Discretionary$381.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$381.8M
Discretionary$381.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees7
Clients575
DateAug 2017
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees7
Clients575
DateApr 2017
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees7
Clients575
DateApr 2017
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees7
Clients575
DateMar 2017
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees7
Clients575
DateAug 2016
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees5
Clients508
DateAug 2016
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees5
Clients508
DateMar 2016
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees5
Clients508
DateNov 2015
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees5
Clients482
DateMar 2015
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees5
Clients482
DateJan 2015
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees5
Clients398
DateMar 2014
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees5
Clients398
DateJun 2013
Total AUM$171.1M
Discretionary$171.1M
Non-Disc.$0
Employees5
Clients130
DateMar 2013
Total AUM$171.1M
Discretionary$171.1M
Non-Disc.$0
Employees5
Clients130
DateMar 2013
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees5
Clients130
DateMar 2012
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees1
Clients130
DateFeb 2012
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees1
Clients130
DateNov 2011
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees1
Clients130
DateMar 2011
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients--