SourcingSourcing

OMEGA WEALTH MANAGEMENT LLC

B56
CRD 132580·SEC 801-112348·ARLINGTON, VA
AUM
$309.7M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$929K
@ 30% margin
Est. Deal Value
$7.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OMEGA WEALTH MANAGEMENT LLC
CRD
132580
SEC file #
801-112348
EIN
264404477
DBA names
—

Economics

AUM
$309.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$98.7M → $309.7M▲ +214%
Client mix
Individuals High Net Worth97
Charitable Organizations31
Individuals Other24

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
5 advisors → 4 advisors▼ -20%
Primary office
ARLINGTON VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
linkedin.com/company/1014619(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KIRCHENBAUER, LISA, ANNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KIRCHENBAUER, LISA, ANNE
JONES, JARED, ALEXANDER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:omega.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
14,101
Form 5500 Compensation Trajectory 3y
202514,101
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
14,101
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001665633
Edgar Registered
Yes
Edgar Filing Count
45
Edgar First Filing Date
2016-02-08
Edgar Last Filing Date
2026-04-07
Edgar 13f Count
43
Edgar 13f Latest AUM Estimate
Filing Date2026-04-07
Accession0001665633-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
7202 GLEN FOREST DRIVESUITE 300RICHMOND, VA 23226
Business
7202 GLEN FOREST DRIVESUITE 300RICHMOND, VA 23226
Edgar EIN
264404477
Edgar Recent Filings
13F-HR2026-04-07 · 0001665633-26-000002
13F-HR2026-01-22 · 0001665633-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1417771
Trust Company Affiliate
No

People (4)

4
KIRCHENBAUER, LISA, ANNE
IAR · Direct Owner · 87.5%
1417771
JONES, JARED, ALEXANDER
IAR · Direct Owner · 17.5%
6332629
EVELYN ISABEL OVANDO-FLORES
IAR
7852749
Davis Britt Gardner
IAR
6783878