Joseph Roe Wilson

Omega Wealth Private Capital LLC

19 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment Management

Omega Wealth Private Capital LLC

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

197 clients

Average Client Portfolio

$249K average

Assets Under Management

$49.0M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

7870 E. Kemper Road, #430, Cincinnati, OH, 45249

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Joseph is a managing member and licensed agent at Wilson Private Capital, LLC, focusing on insurance sales and services since July 2024. This activity takes nearly all of Joseph's time, including during trading hours.