OMEGA WEALTH MANAGEMENT LLC

4501 N Fairfax Drive
Suite 602
Arlington, Virginia 22203
Tel: 703-387-0919

About OMEGA WEALTH MANAGEMENT LLC

OMEGA WEALTH MANAGEMENT LLC, formally registered with the SEC as OMEGA WEALTH MANAGEMENT LLC. The firm was established in 01/19/2018. They have over 1 offices throughout the country.

OMEGA WEALTH MANAGEMENT LLC is a Arlington, Virginia based Financial Planning firm with nearly $253,337,284 assets under management, offering retirement planning & investment advisory services to 642 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132580
SEC#	801-112348
Assets Managed by Firm	$253,337,284
No. of Clients	642
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	642	$253,337,284
Individuals (other than high net worth individuals)	68	$25,758,543
High net worth individuals	73	$227,578,741

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