RIA Intel›Advisers›Washington›OMEGA FINANCIAL CORPORATION, INC.

OMEGA FINANCIAL CORPORATION, INC.

Advisory

KIRKLAND, WA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in WA

#444

of 505 advisers by AUM

Average account

$294K

across 242 accounts

AUM per adviser

$36M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$71M

Discretionary AUM$71M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees6

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

66 clients

28 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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