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Omega Wealth Management LLC

● SEC registered since 2018CRD 132580SEC# 801-112348Arlington, VA
Export (members)
Reg. AUM
$259M
Employees
7
Accounts
637
Location
Arlington, VA

Omega Wealth Management LLC assets under management

Omega Wealth Management LLC is an SEC-registered investment adviser based in Arlington, VA. The firm has been registered since 2018. It reports $259 million in regulatory assets under management and employs 7 people.

Omega Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Epheson Abate MehariMember, Partner, Chief Compliance Officer And Director Of Operations10-25%2023
Jared Alexander JonesMember, Partner, And Director Of Investments10-25%2023
Lisa Anne Kirkpatrick Kirchenbauer ControlManaging Member/PresidentOver 75%2013

Frequently asked questions

How much does Omega Wealth Management LLC manage?

Omega Wealth Management LLC reports $259 million in regulatory assets under management on its Form ADV.

How many employees does Omega Wealth Management LLC have?

Omega Wealth Management LLC reports 7 employees.

Where is Omega Wealth Management LLC located?

Omega Wealth Management LLC is based in Arlington, VA and has been SEC-registered since 2018.

Does Omega Wealth Management LLC disclose fund performance?

Omega Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4501 N Fairfax Drive, Suite 602, Arlington, VA 22203
Phone703-387-0919
Fax703-387-0918
Office hours9:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$79.5M
Non-discretionary$179.6M
Total (RAUM)$259M