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OMEGA ADVISORY LLC
CRD 287459
410 PEACHTREE PARKWAY, SUITE 4245, CUMMING, GA, 30041, United States
Phone
770-361-3034
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$83.9M
Discretionary AUM
$83.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $68.8M |
| High net worth individuals | 14 | $15.1M |
All web addresses on file
Official SEC filing: View on IAPD