LP Profile

Omega Wealth Management

Also known as omega wealth

Wealth ManagerArlington, United StatesFounded 1999
$199M
Assets Under Management
Arlington
Headquarters
Investment Focus

About Omega Wealth Management

Navigating the human and financial complexity of wealth

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Omega Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$309.7M
Total Clients
121
Filing Date
March 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Omega Wealth Management?

Omega Wealth Management is a wealth manager based in Arlington, United States, managing approximately $199M in assets.

Where is Omega Wealth Management headquartered?

Omega Wealth Management is headquartered in Arlington, United States.

How much does Omega Wealth Management manage?

Omega Wealth Management manages approximately $199M in assets under management.

When was Omega Wealth Management founded?

Omega Wealth Management was founded in 1999.

How can I contact Omega Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Omega Wealth Management are available on LPbacked. Create a free account to access them.