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| Keyboard |
| Omega Wealth Management LLC
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|---|---|
| CRD # | 132580 |
| SEC # | 801-112348 |
| CIK # | |
| AUM | 309.7 M (2026-03-20) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 703-387-0919 |
| Address | 4501 N Fairfax Drive Arlington, VA 22203 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 8.0 |
| (b) Individuals (high net worth individuals) | 97 | 297.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 31 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 121 | 309.7 |
| By Discretionary | ||
| Discretionary | 29 | 91.3 |
| Non-Discretionary | 92 | 218.4 |
| Total | 121 | 309.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 308.5 | |
| Total | 121 | 309.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 22 (1 non-US) |
| Serves | Institutional, Retail, Research |
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