Omega Wealth Private Capital Revenue

Financial Services • 7870 E Kemper Rd, Suite 430, United States • 11-20 Employees

Omega Wealth Private Capital revenue & valuation

Annual revenue	$3,000,000
Revenue per employee	$273,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,600,000
Total funding	No funding

Key Contacts at Omega Wealth Private Capital

Kelsey Albrinck

Director Of Operations

Julee Cifani

Director Of New Business

Alyssa Davis

Director Of Marketing & Events

Company overview

Headquarters	7870 E Kemper Rd, Suite 430, Cincinnati, Ohio 45249, US
Phone number	+15136571072
Website	owprivatecapital.com
NAICS	52
SIC	628
Keywords	Investments, 401K, IRA, Annuities, Health Insurance, Life Insurance, Mutual Funds, Pension, Managed Money, Pension Rollover
Founded	2017
Employees	11-20
Socials

Omega Wealth Private Capital Email Formats

Omega Wealth Private Capital uses 2 email formats. The most common is {first name} (e.g., john@owprivatecapital.com), used 69.2% of the time.

Format	Example	Percentage
{first name}	john@owprivatecapital.com	69.2%
{first initial}	j@owprivatecapital.com	30.8%

About Omega Wealth Private Capital

At Omega Wealth Private Capital, LLC, we plan with a 𝒑𝒖𝒓𝒑𝒐𝒔𝒆 to help you 𝐁𝐄 & 𝐒𝐓𝐀𝐘 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙍𝙚𝙖𝙙𝙮! We call out potential problems like we see them. There is no condescending financial jargon. Just simple language and analysis to help clients better understand what they are investing in and why. At Omega Wealth Private Capital, we respect the lifetime you have worked and the sacrifices you have made. Every detail of your 40, 50, or even 60-year career should be actively managed. We don’t set and forget financial plans. As independent financial advisors, our only agenda is your agenda. We have access to numerous vetted financial instruments and have the freedom to utilize wealth management philosophies that are specific to and appropriate for your needs. Advisory Services offered through Omega Wealth Private Capital, LLC, a Registered Investment Advisor. The firm is registered as an investment advisor with the state of Ohio and only conducts business in states where it is properly registered or is excluded from registration requirements. Omega Wealth Private Capital, LLC is separate and distinct from insurance sales and services provided by Wilson Private Capital, LLC. Services offered by Omega Wealth Private Capital, LLC. are limited to the management of securities portfolios and associated ancillary review. All other services, including the Retirement Ready Review, the Retirement Ready Tax Analysis, and the Retirement Ready Income Plan are provided by Wilson Private Capital, LLC.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

Omega Wealth Private Capital has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Omega Wealth Private Capital has never raised funding before.

Frequently asked questions

Omega Wealth Private Capital is located in 7870 E Kemper Rd, Suite 430, US.

You can reach Omega Wealth Private Capital at +15136571072.

Omega Wealth Private Capital generates an estimated annual revenue of $3,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Omega Wealth Private Capital has an estimated valuation of $9,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Omega Wealth Private Capital was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Omega Wealth Private Capital has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.