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| Happy Holidays!! thanks for using AUM13F!! |
| Omega Wealth Management LLC
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| CRD # | 132580 |
| SEC # | 801-112348 |
| CIK # | |
| AUM | $259.0 M (2025-03-31) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 703-387-0919 |
| Address | 4501 N Fairfax Drive Arlington, VA 22203 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 18.9 |
| (b) Individuals (high net worth individuals) | 79 | 240.2 |
| (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 | 637 | 259.0 |
| By Discretionary | ||
| Discretionary | 155 | 79.5 |
| Non-Discretionary | 482 | 179.6 |
| Total | 637 | 259.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 257.4 | |
| Total | 637 | 259.0 |
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|---|---|---|
|
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WY | 0.3 |
|
Summit Group Retirement Planners Inc
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PA | 0.3 |
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Tricord Advisors Inc
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CA | 0.3 |
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Stewardship Advisory Group LLC
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FL | 0.3 |
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Magnate Advisory Services LLC
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KY | 0.3 |
|
Innovative Advisory Partners LLC
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TN | 0.3 |
|
Integrity Wealth LLC
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|
OR | 0.3 |
|
Guerra Advisors Inc
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|
FL | 0.3 |
|
Birchbrook
✚
|
ME | 0.3 |
|
Gretchen Stangier Inc
✚
|
OR | 0.3 |