# OMEGA FINANCIAL INVESTMENTS & INSURANCE

OMEGA FINANCIAL INVESTMENTS & INSURANCE of KIRKLAND, WA is an SEC-registered investment adviser.

## Registration

- CRD: 125381
- Type: SEC-registered investment adviser
- Location: 10829 NE 68TH ST. SUITE 201, KIRKLAND, WA, 98033
- Phone: 425-822-5722
- Latest filing: 2026-03-19
- Regulatory AUM: $71.2M
- Discretionary AUM: $71.2M
- Clients: 6
- Accounts: 242

## Business model

- Compensation: % of AUM, Commissions
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125381/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125381/similar
- Related entities: https://search.stillhousedata.com/firm/125381/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125381

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.