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OMEGA WEALTH MANAGEMENT LLC
OMEGA WEALTH MANAGEMENT LLC
ARLINGTON, Virginia
·
3 registered advisors
·
CRD# 132580
SEC# 801-112348
0
703-387-0919
01
Firm Overview
AUM
$253M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at OMEGA WEALTH MANAGEMENT LLC
3 registered advisors
Epheson Abate Mehari
ARLINGTON, Virginia
CRD# 6348533
Jared Alexander Jones
ARLINGTON, Virginia
CRD# 6332629
Lisa Anne Kirkpatrick Kirchenbauer
ARLINGTON, Virginia
CRD# 1417771
05
Office Locations
ARLINGTON, Virginia
3 advisors
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Data sourced from SEC Form ADV filings. OMEGA WEALTH MANAGEMENT LLC (CRD# 132580) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.