Omega Wealth Management LLC
Omega Wealth Management LLC is an SEC-registered wealth manager in Arlington, VA with $309.7M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Omega Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132580, SEC 801-112348, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $309.7M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Arlington, VA
- Employees
- 7
- Clients
- 152
- CRD
- 132580
- Ownership
- KIRCHENBAUER, LISA, A K; HANLEY, DEBRA, ANN; KIRCHENBAUER, LISA, ANNE KIRKPATRICK; JONES, JARED, ALEXANDER; MEHARI, EPHESON, ABATE
How much AUM does Omega Wealth Management LLC have?
Omega Wealth Management LLC reported $309.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Omega Wealth Management LLC?
Disclosed owners and executives of Omega Wealth Management LLC include KIRCHENBAUER, LISA, A K, HANLEY, DEBRA, ANN, KIRCHENBAUER, LISA, ANNE KIRKPATRICK, JONES, JARED, ALEXANDER, MEHARI, EPHESON, ABATE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.