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Building 2OMEGA WEALTH MANAGEMENT LLC

Map pinARLINGTON, VA
Phone703-387-0919
NotebookSEC #801-112348
Total AUM
$309.7M
Employees
7
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4501 N FAIRFAX DRIVE
SUITE 602
ARLINGTON
VA 22203
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
703-387-0919

ReceiptFinancials

Total AUM
$309.7M
Accounts
121
Discretionary
$91.3M
Accounts
29
Non-Discretionary
$218.4M
Accounts
92

ContactClients

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Individual Clients
24
AUM
$8M
HNW Individual Clients
97
AUM
$297.8M
Charitable Organization Clients
31
AUM
$3.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDNHNYTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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