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
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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
25.2 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
43yrs Firm Age
Insights
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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 | -- |
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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% |