Omega Financial Group, LLC
Omega Financial Group, LLC is an SEC-registered wealth manager in Santa Barbara, CA with $552.4M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Omega Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164147, SEC 801-77745, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $552.4M (2026-06-04)
- Firm type
- Wealth Manager
- Location
- Santa Barbara, CA
- Employees
- 6
- Clients
- 324
- CRD
- 164147
- Ownership
- MINOR, DYLAN, BLU; REINHARD, BRYAN, WILLIAM
How much AUM does Omega Financial Group, LLC have?
Omega Financial Group, LLC reported $552.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Omega Financial Group, LLC?
Disclosed owners and executives of Omega Financial Group, LLC include MINOR, DYLAN, BLU, REINHARD, BRYAN, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.