RIA Intel›Advisers›Virginia›OMEGA WEALTH MANAGEMENT LLC

OMEGA WEALTH MANAGEMENT LLC

Advisory

N·ARLINGTON, VA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM

$310M

1-Year AUM Growth

+2.2%

3-Year CAGR

+9.2%

Employees

4

Assets Under Management

Total AUM$310M

Discretionary AUM$91M

Non-Discretionary AUM$218M

Discretionary %29.5%

Total Clients119

Team

Total Employees4

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record45

First FilingSep 15, 2004

Latest FilingMar 20, 2026

🔒 Full AUM trend chart and 45 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OMEGA WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.