A complete list of active advisors currently associated with Omelina Group Wealth Management Inc.

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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.

To learn more about the advisors currently working at Omelina Group Wealth Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.