Richard Omobogie
Zuwa Financial · Lewisville, Texas
Richard Omobogie is a fee-only financial advisor at Zuwa Financial in Lewisville, Texas, who holds the CFP credential. Zuwa Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Zuwa Financial |
|---|---|
| Based in | Lewisville, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $740K across 20 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5446288 |
| Exams passed | Series 63 (2007) · Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.zuwafinancial.com |
How Richard's firm compares
- Zuwa Financial's average account is about $37,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Richard
Is Richard Omobogie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Zuwa Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Zuwa Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Omobogie based?
Richard Omobogie is based in Lewisville, Texas.
What credentials does Richard Omobogie hold?
Richard Omobogie holds the CFP credential.
Is Richard Omobogie registered with the SEC?
Yes. Richard Omobogie is registered as an investment adviser representative in TX (CRD 5446288), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zuwa Financial manage?
Zuwa Financial reports $740K across 20 accounts in assets under management.
How do I contact Richard Omobogie?
Through Richard's website, www.zuwafinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lewisville
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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