Omelina Group Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,200,000
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$1,420,000
About
Omelina Group Wealth Management provides portfolio management to individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering both discretionary and non‑discretionary services and preparing individualized Investment Policy Statements. The firm operates as a single‑advisor independent RIA managing roughly $14.2 million for about ten client relationships and charges percentage‑of‑AUM advisory fees like most peers.
The firm’s investment process emphasizes Dorsey Wright technical/risk management tools for a majority of clients alongside charting, fundamental, quantitative, cyclical analysis and modern portfolio theory, and it implements strategies ranging from long‑term holdings to short‑term trading. OGWM manages client assets directly (it does not select third‑party managers) and documents risk tolerances and periodic portfolio reviews, with clients receiving custodian statements and at‑least‑quarterly reviews by the firm’s sole advisor.
Noteworthy features for a firm of this size include the regular use of margin and options trading (including uncovered options and spread strategies) and a stated practice of requiring clients to use a specific broker‑dealer (Interactive Brokers), with the firm acknowledging receipt of research or other soft‑dollar benefits. The combination of a very small client base, in‑house management of all assets, reliance on Dorsey Wright tools and the availability of higher‑risk trading techniques distinguishes its service mix from many solo independent advisers.
Client services
Fee options
$100,000 - $500,000: 2.25% $500,000 - $1,000,000: 2.00% $1,000,000 - $1,500,000: 1.75% $1,500,000 - $2,000,000: 1.50% $2,000,000 - $2,500,000: 1.25% $2,500,000+: 1.00%
Fee-only: Fees are negotiable and final fee schedule is attached to the contract
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Omelina Group Wealth Management Inc.
Minocqua WI, United States
Number of offices
1
Forms ADV
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