Omega Wealth Management LLC

Omega Wealth Management LLC (CRD# 132580) is a financial advisory firm headquartered in Arlington, VA. They manage $102,971,912 in 407 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $253,002
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
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.

MD

Financial Advisors at Omega Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lisa A. Kirchenbauer
CRD#: 1417771
200 North Glebe Road, Suite 812, Arlington, VA 22203
93
Wealthminder
score

Lisa Kirchenbauer (CRD# 1417771) is an Investment Advisor Representative working at Omega Wealth Management LLC in Arlington, VA and has over 31 years of experience in the finance industry.

2
Kathryn L. Frakes
CRD#: 6746951
200 North Glebe Road, Suite 730, Arlington, VA 22203
90
Wealthminder
score

Kathryn Frakes (CRD# 6746951) is an Investment Advisor Representative working at Omega Wealth Management LLC in Arlington, VA and has 1 year of experience in the finance industry. Kathryn Frakes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jared A. Jones
CRD#: 6332629
200 North Glebe Road, Suite 730, Arlington, VA 22203
90
Wealthminder
score

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. Jared Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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