OMEGA WEALTH MANAGEMENT LLC

OMEGA WEALTH MANAGEMENT LLC of ARLINGTON, VA is an SEC-registered investment adviser (CRD 132580). Regulatory assets under management: $309.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (8)

NameRoleLocation
Lisa Anne Kirkpatrick KirchenbauerMANAGING MEMBER/PRESIDENT
Epheson Abate MehariMEMBER, PARTNER, CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS
Jared Alexander JonesMANAGING 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 KPRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; SOLE PROPRIETOR (+2 more)
HANLEY DEBRA ANNCHIEF COMPLIANCE OFFICER
KIRCHENBAUER LISA ANNE KIRKPATRICKMANAGING MEMBER/PRESIDENT; MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER
MEHARI EPHESON ABATECHIEF COMPLIANCE OFFICER; OPERATIONS MANAGER; MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS; MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER
JONES JARED ALEXANDERMEMBER, PARTNER, AND DIRECTOR OF INVESTMENTS

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