Omega Wealth Management LLC

Omega Wealth Management, LLC is a registered investment adviser established in 1999, located in Arlington, VA. The firm offers Life/Wealth Planning services with an annual fee ranging from $15,000 to $55,000, and Investment Management services with fees generally at 0.35% annually, negotiable based on client net worth. Clients have investment discretion but can set restrictions. The firm provides ongoing financial life planning, investment management based on goals, risk tolerance, and tax considerations, and may use sub-advisers for certain strategies. They offer Canopy Planning Services for simplified financial planning and a Second Opinion Service for clients' friends and family. OWM does not offer performance-based fees or side-by-side management. The firm conducts account reviews at least semi-annually and does not vote proxies for clients. OWM has no reportable disciplinary events and does not have custody of client assets. Clients have the option to pay fees directly from their accounts. The firm does not provide specific investment advice in legal proceedings. OWM has no financial conditions that would impair its ability to meet obligations.