OMEGA WEALTH MANAGEMENT LLC
Adviser information for OMEGA WEALTH MANAGEMENT LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 141 | $68.6M |
| Non-Discretionary | 501 | $184.7M |
| Total | 642 | $253.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 68 | $25.8M |
| HNW Individuals | 73 | $227.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 8 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-112348 |
|---|---|
| SEC ERA File Number | 801-112348 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 132580 |
| Legal Entity Identifier | None |
Principal Office
200 N. GLEBE ROADSUITE 730
ARLINGTON
VA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 703-387-0919, Fax: 703-387-0918
Chief Compliance Officer
EPHESON A. MEHARI
PARTNER, MEMBER, DIRECTOR OF OPERATIONS, CFP�
200 N GLEBE ROAD
SUITE 730
ARLINGTON
VA
United States
Tel:
703-387-0919
Fax:
703-387-0918
A*****@************************M
(Full email address available in API data)
Regulatory Contact
LISA A. K. KIRCHENBAUER
FOUNDER / CEO
200 N. GLEBE RD.
SUITE 730
ARLINGTON
VA
United States
Tel:
703-387-0919
Fax:
703-387-0918
L***@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KIRCHENBAUER, LISA, ANNE KIRKPATRICK | Individual | – | MANAGING MEMBER/PRESIDENT | 07/2013 | > 75% |
| MEHARI, EPHESON, ABATE | Individual | – | MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS | 06/2023 | 10-25% |
| JONES, JARED, ALEXANDER | Individual | – | MEMBER, PARTNER, AND DIRECTOR OF INVESTMENTS | 06/2023 | 10-25% |