OMEGA WEALTH MANAGEMENT LLC

Overview

Omega Wealth Management LLC is an independent, owner-operated registered investment adviser that positions itself as both a portfolio manager and a capital allocator. The firm serves individual, family and some institutional clients and offers a mix of fee models (percentage of AUM, hourly, and fixed fees). Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers and educational seminars. Investment activity shows a clear tilt toward equities—both exchange-traded products and individual listed securities—while maintaining flexibility to use mutual funds, corporate debt and annuities for income and ballast. The firm identifies as an active ESG investor and incorporates those considerations into manager selection and portfolio construction where appropriate. As a capital allocator, Omega Wealth Management leverages third‑party managers and private placement opportunities to access alternative sources of return.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices