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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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