Omega Wealth Management, LLC

Overview

Omega Wealth Management, LLC is organized as a limited liability company and appears to operate as a small, advisor-owned practice focused on serving individuals and small businesses. The firm combines insurance brokerage activities with advisory services, offering financial planning and portfolio management for retail and small-business clients. Its stated fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor, is not listed as a multi-state adviser, and is not described as a capital allocator. The year of any SEC registration is not reported.

Assets & Accounts

Investments & Alternatives

Location & Offices