Omaz Holdco, LLC

EST. AUM
$295,093,396

CONTACTS

CLIENT ACCOUNTS
933

Firm Details

Metro area Denver
CRD Number 342120
Website 345wealthmanagement.com
Client types

Overview

OMAZ HOLDCO, LLC is a U.S.-registered investment advisory firm that provides investment management and wealth advisory services to high-net-worth individuals, families, trusts, and related investment vehicles. The firm operates through a customized portfolio management approach focused on long-term capital appreciation, wealth preservation, and strategic asset allocation tailored to client objectives and risk profiles.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Omaz Holdco, LLC

Platform Details

Investment Preferences

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Address

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