Omega Wealth Management Llc
- Regulatory AUM
- $310M
- Discretionary
- $91.3M
- Clients
- 152
- Avg AUM / client
- $2.0M
- Accounts
- 121
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $8.0M | 2.6% |
| High net worth individuals | 97 | $298M | 96.2% |
| Charitable organizations | 31 | $3.8M | 1.23% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lisa Anne Kirkpatrick Kirchenbauer | Managing Member/President | CFP | Oct 2004 (22y) | 75% or more |
| Jared Alexander Jones | Member, Partner, And Director Of Investments | CFP | May 2017 (9y) | 10% – 25% |
| Mehari, Epheson, Abate | Member, Partner, Chief Compliance Officer And Director Of Operations | Jun 2023 (3y) | 10% – 25% | |
| Davis Britt Gardner | Registered representative | CFP | Aug 2020 (6y) | |
| Evelyn Isabel Ovando Flores | Registered representative | Jan 2024 (3y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- SEI Private Trust $295M (95% of AUM) Mar 2026
- Charles Schwab & Co. $23.7M (15% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗