# OMEGA WEALTH MANAGEMENT LLC

OMEGA WEALTH MANAGEMENT LLC of ARLINGTON, VA is an SEC-registered investment adviser.

## Registration

- CRD: 132580
- Type: SEC-registered investment adviser
- SEC file number: 801-112348
- Location: 4501 N FAIRFAX DRIVE, SUITE 602, ARLINGTON, VA, 22203
- Phone: 703-387-0919
- Latest filing: 2026-03-20
- Regulatory AUM: $309.7M
- Discretionary AUM: $91.3M
- Non-discretionary AUM: $218.4M
- Clients: 7
- Accounts: 121

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Lisa Anne Kirkpatrick Kirchenbauer | MANAGING MEMBER/PRESIDENT | — |
| Epheson Abate Mehari | MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS | — |
| Jared Alexander Jones | MANAGING PARTNER, SENIOR ADVISOR AND CHIEF COMPLIANCE OFFICER; MEMBER, PARTNER, AND DIRECTOR OF INVESTMENTS; MEMBER, PARTNER, DIRECTOR OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | — |
| KIRCHENBAUER LISA A K | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; SOLE PROPRIETOR (+2 more) | — |
| HANLEY DEBRA ANN | CHIEF COMPLIANCE OFFICER | — |
| KIRCHENBAUER LISA ANNE KIRKPATRICK | MANAGING MEMBER/PRESIDENT; MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MEHARI EPHESON ABATE | CHIEF COMPLIANCE OFFICER; OPERATIONS MANAGER; MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS; MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | — |
| JONES JARED ALEXANDER | MEMBER, PARTNER, AND DIRECTOR OF INVESTMENTS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132580/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132580/similar
- Related entities: https://search.stillhousedata.com/firm/132580/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132580

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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.