CRD: 125381
Omega Financial Investments & Insurance
$71.2M Total AUM
$71.2M Disc. AUM
-- 3Y CAGR
6 Employees
66 ADV. Clients
43 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Matrix
- Established Date
- 10-01-1982
- Office Locations
- 2
Office Locations
10827 NE 68th, SU 200 Kirkland WA
10829 NE 68th St. Suite 201 Kirkland WA
About Omega Financial Investments & Insurance
Omega Financial Investments & Insurance (Kirkland, WA) combines personal and commercial insurance with investment advisory and asset management for individuals and business owners. Portfolios skew toward ETF-based SMAs with a risk-management mindset, alongside cash allocations. The firm works with major custodians including Schwab and supports retirement planning and portfolio construction.
Team overview
-- AVG AGE
$35.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
25.3 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
43yrs Firm Age
Insights
Request access to benchmark trends tied to pioneer.
Unlock to see real insight on legacy radial.
See the complete signal summary connected to pioneer value.
Unlock to see real insight on north quantum.
Open the full profile to inspect shifts in insight catalyst.
Full visibility includes strategy notes for insight catalyst.
Request access to benchmark trends tied to element.
Full visibility includes strategy notes for momentum ember.
Client Personas
Atlas
Custodian
Signal vertex Fusion
Investment Themes
Peak summit
Investment Vehicles
Prime
Services
North Beacon Ember Foundation matrix Value foundation
Technology
Glacier
Owner & Executives
J
JOHN DWIGHT STORBECK
President
- CRD
- #4877923
- Ownership
- 75% or more
(875) 655-9273
wave.frontier@primecapital.com
in linkedin.com/in/ridge-atlas
C
CHRISTINE KELLY-STORBECK
Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
(788) 415-4133
element.fusion@zenithcapital.com
in linkedin.com/in/value-legacy
Showing 2 of 2 owners & executives
Unlock allContacts
A
ALLISON ELIZABETH STEWART
Investment Advisor
- CRD
- #6169620
(940) 811-2881
capital.alpha@peakcapital.com
in linkedin.com/in/prime-oak
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,202,600 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,202,600 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $71,202,600
Equity - Exchange:
42.7% Cash:
57.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,148,663,929 | 42.7% |
| Cash | $2,883,335,904 | 57.3% |
| Total | $5,031,999,833 | 100.0% |