Omega Wealth Management LLC

Omega Wealth Management LLC (CRD# 132580) is a financial advisory firm headquartered in Arlington, VA. They manage $253,337,284 in 642 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
200 N. Glebe Road, Suite 730, Arlington, VA 22203
https://www.linkedin.com/company/1014619/
By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • Total Number of Accounts
    642
    ACCOUNTS
  • Average Account Value
    $394,606
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MD, NH, NY, TX, VA

Financial Advisors at Omega Wealth Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jared Jones, financial advisor Arlington VA
Jared A. Jones
CRD#: 6332629
200 North Glebe Road, Suite 730, Arlington, VA 22203

Jared Jones (CRD# 6332629) is an Investment Advisor Representative working at Omega Wealth Management LLC in Arlington, VA and has 1 year of experience in the finance industry.

2
Lisa Kirchenbauer, financial advisor Arlington VA
Lisa A. Kirchenbauer
CRD#: 1417771
200 North Glebe Road, Suite 812, Arlington, VA 22203

Lisa Kirchenbauer (CRD# 1417771) is an Investment Advisor Representative working at Omega Wealth Management LLC in Arlington, VA and has over 36 years of experience in the finance industry.

3
Davis Gardner, financial advisor Arlington VA
Davis B. Gardner
CRD#: 6783878
200 N. Glebe Road, Suite 730, Arlington, VA 22203

Davis Gardner (CRD# 6783878) is an Investment Advisor Representative working at Omega Wealth Management LLC in Arlington, VA and has 1 year of experience in the finance industry.

4
Epheson Mehari, financial advisor Arlington VA
Epheson A. Mehari
CRD#: 6348533
200 N. Glebe Road, Suite 730, Arlington, VA 22203

Epheson Mehari (CRD# 6348533) is an Investment Advisor Representative working at Omega Wealth Management LLC in Arlington, VA and has 1 year of experience in the finance industry.

5
Evelyn Ovando-Flores, financial advisor Arlington VA
Evelyn I. Ovando-Flores
CRD#: 7852749
200 N. Glebe Road, Suite 730, Arlington, VA 22203

Evelyn Ovando-Flores (CRD# 7852749) is an Investment Advisor Representative working at Omega Wealth Management LLC in Arlington, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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