OMEGA WEALTH MANAGEMENT, LLC

OMEGA WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 330209).

Registration

• CRD: 330209
• Type: Registered investment adviser
• Location: 17210 WESTMILL LANE, CHARLOTTE, NC, 28277
• Phone: 980-318-9327
• Latest filing: 2024-03-24
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 330209 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search