James P. O'mealia

BCS PRIVATE WEALTH MANAGEMENT

Rumson, NJ 07760

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CRD#: 4342774

Professional summary

James Paul O'mealia, who also goes by James O'mealia, is a registered financial advisor currently at BCS PRIVATE WEALTH MANAGEMENT located in Rumson, New Jersey.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. James has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James O'mealia

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Sole proprietor of Sunnymeath Farms, LLC. Not investment related. Located at 890 Painted Bunting Lane, Vero Beach Florida The business owns interests in race horses or has race horse ownership through partnerships. Not done during business hours 5-10 hours per month. Sole managing member and there are no other members.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Paul O'mealia's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 15, 2023 - Present

BCS PRIVATE WEALTH MANAGEMENT

Office #1: 47 West River Road Suite B, Rumson, NJ 07760

RIA

CRD#: 174761

Rumson, NJ

Past

May 31, 2017 - June 15, 2023

SEELAUS ASSET MANAGEMENT, LLC

RIA

CRD#: 149582

Red Bank, NJ

Past

February 8, 2010 - May 23, 2017

SUNNYMEATH ASSET MANAGEMENT, INC.

RIA

CRD#: 129934

RED BANK, NJ

Past

August 9, 2005 - December 31, 2007

SUNNYMEATH ASSET MANAGEMENT, INC.

RIA

CRD#: 129934

RED BANK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BCS PRIVATE WEALTH MANAGEMENT

BCS PRIVATE WEALTH MANAGEMENT | ROYALSTON ADVISORS, LLC | BERNARD CAROLI WEALTH MANAGEMENT INC. | BERNARD CAROLI WEALTH MANAGEMENT

CRD#: 174761 / SEC#: 801-89173

RIA

Registered Investment Advisory firm - (4/15/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(6/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BCS PRIVATE WEALTH MANAGEMENT

BCS PRIVATE WEALTH MANAGEMENT | ROYALSTON ADVISORS, LLC | BERNARD CAROLI WEALTH MANAGEMENT INC. | BERNARD CAROLI WEALTH MANAGEMENT

CRD#: 174761 / SEC#: 801-89173

RIA

Registered Investment Advisory firm - (4/15/2015 Approved)

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Contact information

Main Address

47 West River Road Suite B, Rumson, NJ 07760

Mailing Address

Phone number

(732) 291-7272

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BCS PWM ADV PART 2 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	548
AUM (Assets Under Management)	$ 405,866,803

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/25/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James P. O'mealia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Paul O'mealia's CRS (Customer Relationship Summary).

Certified licenses

Experience

BCS PRIVATE WEALTH MANAGEMENT

SEELAUS ASSET MANAGEMENT, LLC

SUNNYMEATH ASSET MANAGEMENT, INC.

SUNNYMEATH ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

BCS PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

BCS PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BCS PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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