OMEGA FINANCIAL INVESTMENTS & INSURANCE

OMEGA FINANCIAL INVESTMENTS & INSURANCE of KIRKLAND, WA is an SEC-registered investment adviser (CRD 125381). Regulatory assets under management: $71.2M.

Registration

• CRD: 125381
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125381 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search