Omega Wealth Management LLC

Omega Wealth Management LLC (CRD# 132580) is a financial advisory firm headquartered in Arlington, VA. They manage $74,391,960 in 289 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $257,412
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.

DC, MD, TX, VA

Financial Advisors at Omega Wealth Management LLC
Showing 1 - 1 of 1 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 29 years of experience in the finance industry.

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