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⚲
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| Omega Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 132580 |
| SEC # | 801-112348 |
| CIK # | |
| AUM | $203.3 MM (2023-03-23) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 703-387-0919 |
| Address | 200 N Glebe Road Arlington, VA 22203 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 25.1 |
| (b) Individuals (high net worth individuals) | 66 | 178.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 618 | 203.3 |
| By Discretionary | ||
| Discretionary | 124 | 53.8 |
| Non-Discretionary | 494 | 149.4 |
| Total | 618 | 203.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 202.3 | |
| Total | 618 | 203.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Commonwealth Retirement Investments LLC
✚
|
VA | 0.2 |
|
Claris Financial LLC
✚
|
VA | 0.2 |
|
Pento Portfolio Strategies LLC
✚
|
FL | 0.2 |
|
Johnson Midwest Financial LLC
✚
|
IA | 0.2 |
|
JFR Financial Services Inc
✚
|
MI | 0.2 |
|
Lobnek Wealth Management Inc
✚
|
0.2 | |
|
Rise Advisors LLC
✚
|
NY | 0.2 |
|
Dumaine Investments LLC
✚
|
LA | 0.2 |
|
Gunderson Capital Management
✚
|
SC | 0.2 |
|
Capital Market Strategies LLC
✚
|
FL | 0.2 |