Omega Wealth Management Llc
4501 N FAIRFAX DRIVE, Arlington, Virginia 22203
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.
Fee Structure
Detailed Fee Schedule
has increased to $15,000. Our Investment Management fee is generally 0.35% annually based on assets under management, but can be negotiated higher or lower depending on the client’s investable net worth and complexity of their financial situation, not to exceed 1.00% annually.
Source: Form ADV Part 2 BrochureCompensation Transparency
Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.