Omega Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Omega Wealth Management reports 152 clients. They include 97 high-net-worth individuals, 31 charitable organizations and 24 individual clients. Of its assets, 29.5% ($91.3M across 29 accounts) are managed with discretion; $218M across 92 accounts are not. Of its clients, 1% are outside the U.S. It advised 22 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 16% | 3% |
| High-net-worth individuals | 64% | 96% |
| Charitable organizations | 20% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 24 | $8.04M | 2.6% | $335K |
| High-net-worth individuals | 97 | $298M | 96.2% | $3.07M |
| Charitable organizations | 31 | $3.82M | 1.2% | $123K |
| Total | 152 | $310M | 100% | $2.04M |
- Clients
- 24
- Regulatory AUM
- $8.04M
- AUM share
- 2.6%
- Avg. per client
- $335K
- Clients
- 97
- Regulatory AUM
- $298M
- AUM share
- 96.2%
- Avg. per client
- $3.07M
- Clients
- 31
- Regulatory AUM
- $3.82M
- AUM share
- 1.2%
- Avg. per client
- $123K
Total
- Clients
- 152
- Regulatory AUM
- $310M
- AUM share
- 100%
- Avg. per client
- $2.04M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 22
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Omega Wealth Management charges up to 1.00% a year for its Investment management fee. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting services
- Administrative and other consulting is billed hourly at $250 to $350 an hour, with an estimate of total hours agreed at the start.
- Life and wealth advisory
- Life and wealth advisory is a fixed annual fee that generally begins at $20,000 and varies with scope and complexity, as set in the planning agreement.
Lisa Kirchenbauer owns 75% or more of Omega Wealth Management. The leadership team of Omega Wealth Management includes President Lisa Kirchenbauer and Chief Compliance Officer Jared Jones. It has 7 employees, 4 of them in advisory roles.
Leadership
- Lisa KirchenbauerManaging Member/President
- Jared JonesManaging Partner, Senior Advisor and Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Davis Britt Gardner
- Jared Alexander Jones
- Lisa Anne Kirkpatrick Kirchenbauer
- Evelyn Isabel Ovando-Flores
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Omega Wealth Management LLC
Lisa Kirchenbauer
Control person · since July 2013
- Owns 10% to 25% of Omega Wealth Management LLC
Jared Jones
since June 2023
Omega Wealth Management’s regulatory assets grew 1.9× from $163M (March 2021) to $310M (March 2026); clients rose from 124 to 152 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $310M | 152 | 7 | 1 |
| March 2025 | $259M | 119 | 7 | 1 |
| April 2024 | $253M | 141 | 7 | 1 |
| July 2023 | $203M | 140 | 7 | 1 |
| March 2022 | $199M | 137 | 7 | 1 |
| March 2021 | $163M | 124 | 6 | 1 |
Besides its headquarters, Omega Wealth Management has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 4501 N Fairfax Drive, Suite 602, ArlingtonHQ
Contact and registration details
- Legal name
- Omega Wealth Management LLC
- Headquarters
- 4501 N Fairfax Drive, Suite 602, Arlington, VA 22203
- Website
- omegawealthmanagement.com
- Phone
- 703-387-0919
- @1014619
- SEC file
- 801-112348
- Founded
- 1999
- Structure
- Virginia LLC
- Fiscal year end
- December
Omega Wealth Management uses SEI Private Trust ($295M) as custodian for its separately managed accounts. Omega Wealth Management has custody of $5.3M in client assets for 53 clients.
- SEI Private TrustSEI Private Trust Company · Oaks, PA · $295M100%
At year end, Omega Wealth Management’s separately managed accounts were mostly in funds (66%) and stocks (21%).
What the accounts hold
- Stocks21%
- Funds66%
- Bonds8%
- State and local bonds7%
- Investment grade corporate bonds1%
- Cash4%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Omega Wealth Management have?
Omega Wealth Management has 152 clients and manages $310 million for them, as of March 2026. They include 97 high-net-worth individuals, 31 charitable organizations and 24 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Omega Wealth Management offer?
Omega Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Omega Wealth Management charge?
Omega Wealth Management charges up to 1.00% a year for its Investment management fee. The fee is billed in arrears and is negotiable.
Source: OMEGA WEALTH MANAGEMENT LLC ADV PART 2A, filed 20 March 2026
Which custodians does Omega Wealth Management use?
Omega Wealth Management’s separately managed account assets are held at SEI Private Trust Company (Oaks, PA), with $295M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Omega Wealth Management have?
Omega Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Omega Wealth Management invest in?
At the end of its last fiscal year, Omega Wealth Management’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 7% state and local bonds, 4% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Omega Wealth Management?
Omega Wealth Management’s direct owners are Lisa Kirchenbauer (75% or more) and Jared Jones (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Omega Wealth Management get paid?
Omega Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Omega Wealth Management registered with the SEC?
Yes, Omega Wealth Management has been registered with the SEC as an investment adviser since 19 January 2018. Its CRD number is 132580 and its SEC file number is 801-112348.
Source: Form ADV Part 1A, Item 1, filed 20 March 2026; IAPD firm record
How do I contact Omega Wealth Management?
Omega Wealth Management’s main office is at 4501 N Fairfax Drive, Suite 602, Arlington, VA 22203. Its phone number is 703-387-0919. Its website is omegawealthmanagement.com.