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OMEGA WEALTH MANAGEMENT LLC
CRD 132580File 801-112348
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$309.7M
Below cohort median (national)
Discretionary AUM
$91.3M
Non-discretionary $218.4M
Clients
152
121 accounts
Employees
7
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 19, 2018
- Principal office
- 4501 N FAIRFAX DRIVE, SUITE 602, ARLINGTON, VA, 22203
- Phone
- 703-387-0919
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $309.7M
- Discretionary AUM
- $91.3M
- Non-discretionary AUM
- $218.4M
- Discretionary accounts
- 29
- Non-discretionary accounts
- 92
- Total accounts
- 121
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 31 | $3.8M |
| High net worth individuals | 97 | $297.8M |
| Individuals (other than high net worth individuals) | 24 | $8.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.