Omega Wealth Management LLC
● SEC registered since 2018CRD 132580SEC# 801-112348Arlington, VA
Reg. AUM
$309.7M
Employees
7
Accounts
121
Location
Arlington, VA
Omega Wealth Management LLC assets under management
Omega Wealth Management LLC is an SEC-registered investment adviser based in Arlington, VA. The firm has been registered since 2018. It reports $309.7 million in regulatory assets under management and employs 7 people.
Omega Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jared Alexander Jones | Managing Partner, Senior Advisor And Chief Compliance Officer | 10-25% | 2023 |
| Lisa Anne Kirkpatrick Kirchenbauer Control | Managing Member/President | Over 75% | 2013 |
Frequently asked questions
How much does Omega Wealth Management LLC manage?
Omega Wealth Management LLC reports $309.7 million in regulatory assets under management on its Form ADV.
How many employees does Omega Wealth Management LLC have?
Omega Wealth Management LLC reports 7 employees.
Where is Omega Wealth Management LLC located?
Omega Wealth Management LLC is based in Arlington, VA and has been SEC-registered since 2018.
Does Omega Wealth Management LLC disclose fund performance?
Omega Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4501 N Fairfax Drive, Suite 602, Arlington, VA 22203 |
| Phone | 703-387-0919 |
| Fax | 703-387-0918 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$309.7M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$309.7Mregulatory AUM
Discretionary $91.3MNon-discretionary $218.4M