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).
Total Assets Under Management11MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$125,556
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
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.