OMEGA WEALTH MANAGEMENT LLC
CRD #132580 SEC #801-112348 ARLINGTON, VA 703-387-0919
SEC Registered
Total AUM
$259M
Discretionary
$79.5M
Employees
7
Clients
101
Accounts
637
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $259M | $79.5M | $179.6M | 7 | 9 |
| Mar 2025 | $259M | $79.5M | $179.6M | 7 | 9 |
| Jan 2025 | $253.3M | $68.6M | $184.7M | 7 | 8 |
| Nov 2024 | $253.3M | $68.6M | $184.7M | 7 | 8 |
| Sep 2024 | $253.3M | $68.6M | $184.7M | 7 | 8 |
| Apr 2024 | $253.3M | $68.6M | $184.7M | 7 | 8 |
| Mar 2024 | $253.3M | $68.6M | $184.7M | 7 | 8 |
| Jul 2023 | $203.3M | $53.8M | $149.4M | 7 | 9 |
| Mar 2023 | $203.3M | $53.8M | $149.4M | 8 | 9 |
| Nov 2022 | $198.8M | $58.5M | $140.4M | 7 | 12 |
| Mar 2022 | $198.8M | $58.5M | $140.4M | 7 | 12 |
| Mar 2021 | $163.3M | $19.8M | $143.5M | 6 | 9 |
| Jun 2020 | $141.4M | $22.9M | $118.5M | 5 | 17 |
| Jun 2020 | $141.4M | $22.9M | $118.5M | 5 | 17 |
| May 2020 | $141.4M | $22.9M | $118.5M | 5 | 17 |
| Mar 2020 | $141.4M | $22.9M | $118.5M | 5 | 17 |
| Aug 2019 | $98.7M | $0 | $98.7M | 5 | 9 |
| Apr 2019 | $98.7M | $0 | $98.7M | 5 | 9 |
| Mar 2019 | $98.7M | $0 | $98.7M | 5 | 9 |
| Nov 2018 | $104M | $0 | $104M | 5 | 7 |
| Jul 2018 | $104M | $0 | $104M | 5 | 7 |
| Mar 2018 | $104M | $0 | $104M | 5 | 7 |
| Dec 2017 | $103M | $0 | $103M | 5 | 0 |
| Dec 2017 | $103M | $0 | $103M | 5 | 0 |
| Jun 2012 | $60.5M | $0 | $60.5M | 1 | 26 |
| May 2012 | $60.5M | $0 | $60.5M | 1 | 26 |
| May 2012 | $60.5M | $0 | $60.5M | 1 | 26 |
| Apr 2012 | $60.5M | $0 | $60.5M | 1 | 26 |
| Mar 2012 | $60.5M | $0 | $60.5M | 1 | 26 |
| Dec 2011 | $60.7M | $0 | $60.7M | 1 | 26 |
| Jul 2011 | $60.7M | $0 | $60.7M | 5 | -- |
| Mar 2011 | $60.7M | $0 | $60.7M | 5 | -- |
| Mar 2011 | $60.7M | $0 | $60.7M | 5 | -- |
| Apr 2009 | $39.8M | $0 | $39.8M | 5 | -- |
| Dec 2007 | $44.2M | $0 | $44.2M | 5 | -- |
| May 2007 | $44.2M | $0 | $44.2M | 5 | -- |
| Mar 2007 | $44.2M | $0 | $44.2M | 5 | -- |
| Jan 2005 | $30.8M | $0 | $30.8M | 5 | -- |
DateSep 2025
Total AUM$259M
Discretionary$79.5M
Non-Disc.$179.6M
Employees7
Clients9
DateMar 2025
Total AUM$259M
Discretionary$79.5M
Non-Disc.$179.6M
Employees7
Clients9
DateJan 2025
Total AUM$253.3M
Discretionary$68.6M
Non-Disc.$184.7M
Employees7
Clients8
DateNov 2024
Total AUM$253.3M
Discretionary$68.6M
Non-Disc.$184.7M
Employees7
Clients8
DateSep 2024
Total AUM$253.3M
Discretionary$68.6M
Non-Disc.$184.7M
Employees7
Clients8
DateApr 2024
Total AUM$253.3M
Discretionary$68.6M
Non-Disc.$184.7M
Employees7
Clients8
DateMar 2024
Total AUM$253.3M
Discretionary$68.6M
Non-Disc.$184.7M
Employees7
Clients8
DateJul 2023
Total AUM$203.3M
Discretionary$53.8M
Non-Disc.$149.4M
Employees7
Clients9
DateMar 2023
Total AUM$203.3M
Discretionary$53.8M
Non-Disc.$149.4M
Employees8
Clients9
DateNov 2022
Total AUM$198.8M
Discretionary$58.5M
Non-Disc.$140.4M
Employees7
Clients12
DateMar 2022
Total AUM$198.8M
Discretionary$58.5M
Non-Disc.$140.4M
Employees7
Clients12
DateMar 2021
Total AUM$163.3M
Discretionary$19.8M
Non-Disc.$143.5M
Employees6
Clients9
DateJun 2020
Total AUM$141.4M
Discretionary$22.9M
Non-Disc.$118.5M
Employees5
Clients17
DateJun 2020
Total AUM$141.4M
Discretionary$22.9M
Non-Disc.$118.5M
Employees5
Clients17
DateMay 2020
Total AUM$141.4M
Discretionary$22.9M
Non-Disc.$118.5M
Employees5
Clients17
DateMar 2020
Total AUM$141.4M
Discretionary$22.9M
Non-Disc.$118.5M
Employees5
Clients17
DateAug 2019
Total AUM$98.7M
Discretionary$0
Non-Disc.$98.7M
Employees5
Clients9
DateApr 2019
Total AUM$98.7M
Discretionary$0
Non-Disc.$98.7M
Employees5
Clients9
DateMar 2019
Total AUM$98.7M
Discretionary$0
Non-Disc.$98.7M
Employees5
Clients9
DateNov 2018
Total AUM$104M
Discretionary$0
Non-Disc.$104M
Employees5
Clients7
DateJul 2018
Total AUM$104M
Discretionary$0
Non-Disc.$104M
Employees5
Clients7
DateMar 2018
Total AUM$104M
Discretionary$0
Non-Disc.$104M
Employees5
Clients7
DateDec 2017
Total AUM$103M
Discretionary$0
Non-Disc.$103M
Employees5
Clients0
DateDec 2017
Total AUM$103M
Discretionary$0
Non-Disc.$103M
Employees5
Clients0
DateJun 2012
Total AUM$60.5M
Discretionary$0
Non-Disc.$60.5M
Employees1
Clients26
DateMay 2012
Total AUM$60.5M
Discretionary$0
Non-Disc.$60.5M
Employees1
Clients26
DateMay 2012
Total AUM$60.5M
Discretionary$0
Non-Disc.$60.5M
Employees1
Clients26
DateApr 2012
Total AUM$60.5M
Discretionary$0
Non-Disc.$60.5M
Employees1
Clients26
DateMar 2012
Total AUM$60.5M
Discretionary$0
Non-Disc.$60.5M
Employees1
Clients26
DateDec 2011
Total AUM$60.7M
Discretionary$0
Non-Disc.$60.7M
Employees1
Clients26
DateJul 2011
Total AUM$60.7M
Discretionary$0
Non-Disc.$60.7M
Employees5
Clients--
DateMar 2011
Total AUM$60.7M
Discretionary$0
Non-Disc.$60.7M
Employees5
Clients--
DateMar 2011
Total AUM$60.7M
Discretionary$0
Non-Disc.$60.7M
Employees5
Clients--
DateApr 2009
Total AUM$39.8M
Discretionary$0
Non-Disc.$39.8M
Employees5
Clients--
DateDec 2007
Total AUM$44.2M
Discretionary$0
Non-Disc.$44.2M
Employees5
Clients--
DateMay 2007
Total AUM$44.2M
Discretionary$0
Non-Disc.$44.2M
Employees5
Clients--
DateMar 2007
Total AUM$44.2M
Discretionary$0
Non-Disc.$44.2M
Employees5
Clients--
DateJan 2005
Total AUM$30.8M
Discretionary$0
Non-Disc.$30.8M
Employees5
Clients--