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OMEGA WEALTH MANAGEMENT LLC
CRD 132580 · SEC 801-112348
4501 N FAIRFAX DRIVE, SUITE 602, ARLINGTON, VA, 22203, United States
Phone
703-387-0919
Fax
703-387-0918
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$309.7M
Discretionary AUM
$91.3M
Team
7 total employees; 4 advisory reps; 22 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $8.0M |
| High net worth individuals | 97 | $297.8M |
| Charitable organizations | 31 | $3.8M |
States served
DC, MD, NY, VA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD