Omega Wealth Management Group LLC

Omega Wealth Management Group LLC (CRD# 174976) is a financial advisory firm headquartered in Minnetonka, MN. They manage $11,300,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $125,556
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Omega Wealth Management Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Raymond J. Berg
CRD#: 1080978
601 Carlson Parkway, Suite 1050, Minnetonka, MN 55305
38
Wealthminder
score

Raymond Berg (CRD# 1080978) is an Investment Advisor Representative working at Omega Wealth Management Group LLC in Minnetonka, MN and has over 25 years of experience in the finance industry.

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