Omega Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arlington, VA. Its latest Form ADV filing, dated March 20, 2026, reports $310M in regulatory assets under management, 7 employees, and 121 accounts.
Assets Under Management
$310M
Employees
7
Offices
--
Total Clients
152
Primary office
ARLINGTON, VA
4501 N FAIRFAX DRIVE, SUITE 602, ARLINGTON, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.8% of total clients.
Top client categories% of clientsClients
1
HNWI
63.8%
97
2
Charitable
20.4%
31
3
Individuals
15.8%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$310Mas of March 20, 2026
Discretionary29.5%
$91M
29% of total RAUM29.5%
Non-discretionary70.5%
$218M
71% of total RAUM70.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$310M
Total Accounts121
10Y AUM Change+$207M (+200.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee22:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.