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Omega Wealth Management LLC

Omega Wealth Management LLC. CRD 132580

O

CRD: 132580

Omega Wealth Management LLC

Arlington, VA, 22203
7033870919
www.omegawealthmanagement.com
$309.7M Total AUM
$91.3M Disc. AUM
14.2% 3Y CAGR
7 Employees
174 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Betterment · Charles Schwab & Company · SEI
Clients
Retail and Institutional
Platforms
North harborPioneer +more
Established Date
10-01-2004
Office Locations
1

Office Locations

4501 N Fairfax DR Suite 602 Arlington VA

About Omega Wealth Management LLC

Omega Wealth Management is an Arlington, VA RIA serving families—often business owners, entrepreneurs, and retirees—with comprehensive financial planning and investment management. The team supports tax planning, estate and charitable strategies, insurance and legacy planning, and business-succession needs. Portfolios are implemented primarily with ETFs alongside mutual funds and municipal bonds, with custody including Charles Schwab. The firm has been featured by outlets such as Newsweek and Washingtonian.

Team overview

60 AVG AGE
$77.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
9.8 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Frontier meridian Ember fusion Capital

Client Personas

Peak Quantum north Wave unison

Custodian

Fusion value Harbor Oak atlas Eagle Oak

Investment Themes

Pioneer Meridian quantum Quantum Momentum optima Crest north Pioneer eagle

Investment Vehicles

Summit

Platform

Vector wave

Services

Ridge Momentum Frontier Foundation Fusion Signal timber Radial unison Delta Vertex harbor Summit

Technology

Delta north Vital prime Vector Wave

Owner & Executives

LISA ANNE KIRKPATRICK KIRCHENBAUER

LISA ANNE KIRKPATRICK KIRCHENBAUER

Managing Member, President, Senior Advisor

CRD
#1417771
Ownership
75% or more
(345) 904-1703
harbor.beacon@pathwaycapital.com
in linkedin.com/in/value-prime
JARED ALEXANDER JONES

JARED ALEXANDER JONES

Chief Compliance Officer, Managing Partner, Senior Advisor

CRD
#6332629
Ownership
10% but less than 25%
(751) 255-9007
legacy.bridge@capitalcapital.com
in linkedin.com/in/capital-vital

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Contacts

D

Davis Britt Gardner

Advisor

CRD
#6783878
(488) 464-3211
eagle.capital@unisoncapital.com
in linkedin.com/in/bridge-ridge
E

EVELYN ISABEL OVANDO-FLORES

Investment Advisor Representative

CRD
#7852749
(531) 838-1389
momentum.value@eaglecapital.com
in linkedin.com/in/insight-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-10-2022
07-25-2023
11-07-2024
09-15-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $91,295,975 $3,148,137
Non-Discretionary $218,373,572 $2,373,626
Total $309,669,547 $2,559,252

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Separately Managed Accounts

Total SMA Asset: $309,669,547

$309.7M Total SMA
Public Funds:
15.6%
Equity - Exchange:
12.5%
Municipal Bonds:
24.2%
Cash:
36.1%
Corporate - Investment Grade:
11.6%
Asset class Assets Assets %
Public Funds $1,228,074,872 15.6%
Equity - Exchange $984,034,353 12.5%
Municipal Bonds $1,905,090,506 24.2%
Cash $2,841,891,210 36.1%
Corporate - Investment Grade $913,183,879 11.6%
Total $7,872,274,820 100.0%

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