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OMEGA WEALTH MANAGEMENT, LLC
CRD 330209
17210 WESTMILL LANE, CHARLOTTE, NC, 28277, United States
Phone
980-318-9327
Fax
980-231-0050
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2024-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
All web addresses on file
Official SEC filing: View on IAPD